Edward Jones

5-Star Leading Women in Wealth

Wealth Professional spotlights 50 women who tackled the turbulent climate of the wealth industry in 2021 – and really made their mark

'Human beings are brilliant': how Edward Jones unlocks employee potential and purpose

Chris Davies, of Wealth Professional, sat down with Moira Klein-Swormink, Director, Client Strategies Group, Edward Jones, to discuss the vitality of individual purpose for employees

'Our focus hasn't changed - we build deep personal relationships with clients'

Edward Jones' AUM grew to $48 billion during the pandemic. President David Gunn explains its values and how the business quickly pivoted

What lessons can Olympic hockey medallist teach advisors?

Two-time gold medallist breaks down 10 tips that translate from the ice to a financial practice

Most Canadians want to transfer wealth in their lifetime

Almost half of respondents to an Edward Jones survey want to pass on an inheritance while they are still alive

BMO Private Wealth appoints new Women's Segment strategic advisor

'Women need to shape what they want the future of wealth management to look like'

Inviting everyone to the table: inside Edward Jones' mission to move the industry forward

Chris Davies, of Wealth Professional, caught up with Kristen Zubko, Financial Advisor, Edward Jones, to discuss finding a sense of communal purpose in the financial services industry

What does a diverse practice really mean?

Top financial advisor from Calgary, who is a Chinese immigrant, sees it much more broadly than most

The bigger picture: Edward Jones reveals 'why people matter' to organizational purpose

WP talks diversity, drive and determination with Edward Jones’ Niki Prodanovic

Why this is the time to inflation-proof your portfolio

Portfolio manager believes inflation is here to stay and that investments should reflect these risks