Browsing Tag
Edward Jones
31 posts
Edward Jones Expands Workplace DC Plan Capabilities with New Product Agreements, Technology Investments
Partnerships with Nationwide, Voya, Aboon and Addition Wealth will support local businesses and expand financial access and education in the workplace
Market Volatility, Retirement Planning, Financial Fulfillment Among Top Client Concerns
As a result, advisors are prioritizing guidance and talking through client strategies, reports findings from Edward Jones and Cerulli Associates
Caregivers Urge for Support in the Workplace
Edward Jones report finds caregivers feel increasingly unsupported in their roles, as Voya launches new caregiving concierge service
Corporate Roundup: Liz Davidson, Laurel Taylor Named Among Leading Female Founders
The latest news from Financial Finesse, Candidly, Carson Group, Athene, and more
Big Firms Help CFP Professional Ranks Top 100,000 Threshold
CFP Board says leading financial firms championed growth of Certified Financial Planner ranks with a record 6,541 new certificants in 2024
Caregiving Duties Hinder Women’s Long-Term Finances
Close to two-thirds of caregiving women surveyed say their responsibilities have impacted financial goals
Savers Still Unaware of 529 Features
A recent survey from Edward Jones finds that 75% of Americans are uninformed about the full benefits that 529 plans offer
More Families Discussing Wealth Transfers
Advisors say a higher number of their wealth clients are having conversations about finances, reports Edward Jones
‘GenNext’ Introduces New Approach to Financial and Retirement Savings
This cohort of 18-34-year-olds are highly mobile and do not anticipate the same financial or retirement stability as past generations, says Edward Jones
Accessibility to Financial Education Key to Diverse Clients
Survey from Edward Jones finds access to financial education resources is critical for diverse clients