Wealth Professional spotlights 50 women who tackled the turbulent climate of the wealth industry in 2021 – and really made their mark
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
Edward Jones' AUM grew to $48 billion during the pandemic. President David Gunn explains its values and how the business quickly pivoted
Two-time gold medallist breaks down 10 tips that translate from the ice to a financial practice
Almost half of respondents to an Edward Jones survey want to pass on an inheritance while they are still alive
'Women need to shape what they want the future of wealth management to look like'
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
Top financial advisor from Calgary, who is a Chinese immigrant, sees it much more broadly than most
WP talks diversity, drive and determination with Edward Jones’ Niki Prodanovic
Portfolio manager believes inflation is here to stay and that investments should reflect these risks
