Browsing Tag
Edward Jones
28 posts
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
Just 20% of Adults Receive Financial Education in High School
A survey by Edward Jones and Morning Consult find that most adults learn about financial education after high school, while 18% never receive education at all
Forced Into Retirement, More Retirees Look to Part-Time Work
An Edward Jones survey found 40% of clients were pushed into early retirement
Cannonballs, Curveballs and Windfalls: Course Corrections Essential to Thriving in Retirement
Edward Jones and Age Wave research reveals today’s retirees and pre-retirees are showing increasing resilience, willingness to make changes