Browsing Tag
Edward Jones
34 posts
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
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…