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.
WP releases the first half of its Top 50 Advisors in Canada list, featured in the latest issue of WP Magazine.
Amod P. Lokre's Wealth Professional Canada Top 50 Advisor Profile
Is advisor behaviour being driven by compensation plans laid out by the firms they work for?