Articles tagged "Edward Jones"

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In new wrinkle, ERISA complaint of Edward Jones employees centers on failure to offer yield-chasing money market alternative

The 401(k) lawsuit in the name of 38,000 participants resumes the parade of lawsuits against the giant broker-dealer based on revenue sharing arrangements

September 6, 2016 — 6:04 PM UTC

Citing Edward Jones as a cautionary tale, Cerulli alerts 'eRIAs' -- i.e. robos -- that they need to be world-beaters just to survive

The Boston-based researcher suggests by 2016 the standalone B2C model will demand net asset gathering $150 million per month -- a figure that will soon balloon to $180 million per month

October 14, 2015 — 4:42 PM UTC

A $350-million-AUM team of ex-lawyers-turned-advisors lands at Commonwealth after stops at Edward Jones and LPL

Best pals since middle school and partners since 2001, the advisors use their mad depostition skills to hone in on client needs and their tenacity to make sure of follow-through

July 28, 2015 — 8:01 PM UTC

In tight race, Fidelity and Edward Jones tie for top honors in J.D. Power survey as spiky markets drive down satisfaction scores across the board

In a first, J.D. Power asked women the importance of a same-sex advisor -- and got a surprising response

April 9, 2015 — 5:13 PM UTC

An outflow-plagued American Funds holds its ETF fire until it can resolve the vehicle's front-running exposure, which defies a resolution

Edward Jones and other legacy American customers consider ETFs a niche solution to a main portfolio -- lessening the urgency for change

February 10, 2015 — 9:57 PM UTC

Merrill Lynch makes bold moves to train new recruits for an RIA-centric future

The rethought training program suits up new advisors -- many of them career changers -- for independence as well as for the wirehouse path

November 21, 2012 — 4:35 PM UTC

Is Hartford Financial's market exit a death knell for the annuity crowd or just more Hartford haplessness?

SunAmerica, John Hancock and Hartford are all in retreat mode but trade groups say aggregated industry sales are still solid

March 29, 2012 — 5:32 AM UTC

How the new 12b(1) fee restrictions could transform the financial advisory industry

Brokers selling 401(k) plans may have another nail driven into their coffin

July 22, 2010 — 3:56 AM UTC

Giant push is on in Washington to create a nation of savers

Banks are taking the lead but companies like Fidelity Investments, Raymond James, and Edward Jones plan to jump aboard

February 22, 2010 — 6:18 AM UTC
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