Edward Jones

XY Planning Network says about 250 students and 50 firms have responded to a new virtual internship program it launched to fill the gap.

The perennial contender won the top spot in J.D. Power’s annual survey as the coronavirus makes brand and advisor trust even more important to the industry.

It’s a strict move for a firm whose advisors are known for a retail approach to client service and acquisition.

More firms are taking stringent measures to protect employees and clients.

From travel bans to working remotely, here is how firms including Wells Fargo, Edelman, RBC and others are preparing for a possible pandemic.

The firm typically trains its own advisors in lieu of recruiting talent from the competition.

The additions came amid a revamping of the firm’s independent advisor compensation.

The firm’s new additions include three brokers previously affiliated with Wells Fargo Advisors.

Commonwealth and Edward Jones remain the top-rated firms — J.D. Power notes they share a few characteristics in common.

Two perennial champions retained their top ranks in 2019 — but the aging demographic poses challenges for all firms, according to J.D. Power.

An ex-client accused the firm of misconduct, including disbursing funds to her former spouse from a restricted account without her knowledge or authorization.

Brokers at the firm have expressed concern their employer and the CFP Board are on a collision course.

With brokerage firms lining up in support of the SEC proposal, fiduciary planners aim to keep their differences from the BD channel intact.

Want to know what financial advisors can earn?

On Wall Street analyzes starting payouts at leading wealth management firms.

On Wall Street presents its annual analysis of base pay at wirehouse, regional and national broker-dealers.

Janney, RBC and Edward Jones are three firms that have modified how they deliver coaching and training to advisors.

Where can a broker earn the most?

Advisory groups with over $500 million in client assets dominate the industry. Still, many choose to go it alone.

Fourth-quarter volatility wrought negative year-over-year results for two-thirds of firms in J.D. Power’s annual survey.