Wells Fargo Added Nearly $1.5B In Advisor Assets. The Real Signal Is Channel Choice
Wells Fargo added nearly $1.5B in advisor assets across its employee and FiNet channels, showing how flexibility and scale are shaping recruiting.
A Father-Son Edward Jones Team Joined Raymond James. The Bigger Story Is Independence
Raymond James added Forsa Wealth Partners from Edward Jones, showing how father-son teams, business-owner clients and independence are shaping recruiting.
Edward Jones Wants More Than Advisors In Canada. It Wants Trust Capabilities
Edward Jones Canada plans to acquire Fiduciary Trust Company of Canada from Franklin Templeton, adding trust, estate and discretionary wealth capabilities.
Perennial Taps Betty Chin As Advisor Recruiting Becomes A Growth Battleground
Perennial Financial Services named former Edward Jones recruiting leader Betty Chin chief growth officer as LPL OSJs compete for advisor growth.
Edward Jones Tops Investor Satisfaction, But Fintechs Are Winning A Different Trust Race
Edward Jones ranked highest among advised investors, but JD Power found fintechs gaining trust with younger DIY investors.
Edward Jones Advisor Exits Are Rising. The Veteran Shift Is The Real Story
Edward Jones advisor exits rose in 2025 as veteran brokers drove more departures, raising questions about retention, book ownership and platform change.
Edward Jones Finally Gets Its Bank. Now The Real Test Begins
Edward Jones won FDIC approval for an in-house bank, advancing its lending, deposits and cash strategy after years of false starts.
EdwarJones d Is Outsourcing Support To India. The Bigger Question Is Advisor Service
Edward Jones confirmed India-based contractor support as home-office staff declined, raising questions about scale, service and advisor support.
Families Are Worried About Education Costs, But 529 Plans Remain A Blind Spot
Edward Jones says many Americans still misunderstand 529 plans as families face pressure over education savings and rising costs.