Edward Jones has moved a significant step closer to launching its own federally insured bank, reviving a strategy years in the making.
Earlier today, the Federal Deposit Insurance Corporation (FDIC) and the Utah Department of Financial Institutions (UDFI) announced approval of The Jones Financial Companies, L.L.L.P.'s application to ...
Edward Jones must pay a former client a half a million dollars over allegations the firm disbursed money to her ex-husband without her consent. A FINRA arbitration panel ruled against the firm last ...
Greg Robinson tells InvestmentNews how the firm has paired startups with advisors to accelerate AI-driven solutions, tackle ...
The financial advisory firm initially sought an industrial loan charter back in 2020. It's the third company to receive the ...
Nearly century-old brokerage Edward Jones has long measured its growth by its number of advisors, and in fact, it is the largest brokerage by that measurement. Its growth goals have also followed that ...
Edward Jones has added alternative investments to the lineup of new offerings for its uber-wealthy clients. The financial services firm has partnered with CAIS, an alternative investment technology ...
Edward Jones is strengthening its technology and service capabilities through a new relationship with Moment, a fixed income trading and portfolio management platform, and the completed acquisition of ...
A pair of putative class-action lawsuits this month accuse Edward Jones of allowing information clients enter online to be harvested for use in targeted marketing campaigns.
A new relationship with Moment gives the firm access to fixed income portfolio proposal tools and cash flow optimization ...
A chill is running down the spine of the brokerage industry. The threat? A possible onslaught of class-action lawsuits citing fiduciary duty violations in response to firms’ migrating commission-based ...
During snowstorms, heat waves, and times of extreme need, many Portlanders find few who can help. Scrolling through their contact list, they may turn to the person handling their finances – a ...
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