Edward Jones

Advisor Upside

Roughly 1 in 5 Financial Advice Seekers Are Turning to AI

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A recent Edward Jones survey found that even though more people are using AI for guidance, they don’t trust it nearly as much as they do human advisors.

2 min read

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Advisor Upside

AI May Not Replace Advisors, But It Is Raising Expectations

Clients are having more complex conversations with advisors after doing independent research, according to a study from Edward Jones.

2 min read
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Advisor Upside

Edward Jones’ C-Suite Shake-Up

The IBD is reorganizing parts of its business as executives approach retirement and the industry faces growing demand.

1 min read
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Advisor Upside

JPMorgan, Edward Jones Among Latest Firms to Reshape DEI Efforts

JPMorgan said it has swapped out “equity” for “opportunity” in an effort to better reflect the program’s goals.

2 min read

Advisor Upside

CFP Board CEO Kevin Keller to Retire After 18 Years

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The organization dedicated to financial planning will engage an outside firm to help search for a replacement.

2 min read

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