Browsing Tag
Edward Jones
31 posts
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
Nearly Half of U.S. Workers Are Financially Unstable: Edward Jones
While almost all Americans believe financial wellness to be important, 43% said they feel financially unstable
Winning Scores Decline, But Top Broker-Dealers Hold Spots in Advisor Satisfaction Survey
Wealth management firms need advisors as brand evangelists to attract new talent, J.D. Power’s latest U.S. Financial Advisor Satisfaction Study finds
529 Plans Still Have an Identity Problem
As “National 529 Day” approaches, Edward Jones survey finds only two in five Americans recognize 529 plans as an education savings tool—and only 13% are using them
Post-COVID, Retirees Feel Optimistic, Have a Sense of Purpose
After a tumultuous year upended the lives of countless Americans, a new study finds that the pandemic experience…
As ‘529 Day’ Approaches, States Crank Up Much-Needed Awareness Efforts
Saturday is more than just May 29th. It’s National 529 Day, a celebration of the tax-advantaged accounts that…
Top 10 Full-Service Investment Firms: J.D. Power Rankings
J.D. Power today released its 2021 rankings of full-service investment firms, with Edward Jones topping the rankings with…
Despite Pandemic, Americans Feel in Control of Finances
Although the COVID-19 pandemic presented a curveball for many families, most Americans (81%) feel in control of their…