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The firm is partnering with CAIS to offer alternative products to Edward Jones Generations clients.
Edward Jones entered into a relationship with CAIS, an alternative investment technology platform for financial advisors, to “expand access to a menu of alternative investments for its clients.” ...
An industry consultant thinks Edward Jones' latest bid to start a bank is an attempt to add revenue sources as the traditional brokerage business becomes less lucrative.
Edward Jones is seeking to enter the banking business at a time when innovation and competitive pressure are squeezing traditional brokerage revenues.
In a challenging legal environment, Edward Jones reaffirms its commitment to DEI, pursuing a strategy that enhances both organizational culture and financial performance.
Edward Jones is doubling down on DEI while many other companies have folded their diversity programs. Courtesy of Gerald Posner The employee has attended such conversations before.
Edward Jones CEO Penny Pennington saw her compensation increase by 15.7% year over year to $29.1 million in 2024, according to a regulatory filing with the Securities and Exchange Commission on ...
Edward Jones’ leader Penny Pennington explains why the company is launching a new service for wealthy investors, and what it needs to win those clients.
Edward Jones is looking to catch up with its competitors by investing in new technology, essentially replacing workers at its headquarters here, analysts say.
In 2020 Edward Jones submitted an application to charter an affiliated bank, to operate alongside its asset management business. It withdrew the application two years later.
A former Edward Jones advisor claims the company’s policies “expressly” favor diverse financial advisors and disadvantage straight white male advisors.
Edward Jones said Wednesday that it plans to reduce the size of its home office, but didn’t provide details on whether that would trigger layoffs.
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