Handling of short positions and municipal bonds comes under scrutiny
Blair Lukan of Edward Jones is part of this year's WP Top 50 Advisors.
An advisor stands accused of violating the trust of both his clients and his dealer by offering investment opportunities that simply did not exist
The Securities and Exchange Commission today announced that St. Louis-based brokerage firm Edward Jones and the former head of its municipal underwriting desk have agreed to settle charges that they overcharged customers in new municipal bonds sales
David Lane, the leader of Edward Jones’ Canadian operations, is returning to the US in September to assume a new leadership role in the firm's Client Strategies Group.
A new U.S. advisor firm hopes to create a mutual-based advisor network.
Wealth management emerges as the primary business plan at one of the big six
The who's who of Canadian Wealth Professionals
The time has come to recognize the country’s finest planners as we unveil Wealth Professional’s inaugural list of the top 50 financial advisors in Canada. In a trailblazing initiative, the industry’s top performers are finally being rewarded for their excellence.
A recent Edward Jones survey finds that visible minorities feel underrepresented in the industry.