Edward Jones News

03.05 / 21:27

Provident Platform Strategy Align Private Advisor Group expands in Tennessee

Private Advisor Group, a large independent wealth firm based in Morristown, New Jersey, has made another addition to its network.

02.05 / 20:51

Platform Strategy Align Enterprise wellness President innovations RFG welcomes former Edward Jones advisor in North Carolina

RFG has just expanded its reach in the East Coast as it supports the launch of a new wealth practice in North Carolina.

02.04 / 03:15

COST UPS CEO reports Equality What’s in an acronym? Advisors name their favorite designations

Time to dig into the alphabet soup better known as financial advisor designations.

01.04 / 22:05

Provident Fighting community students inclusion volunteers Schools Financial Fidelity unveils next-gen campaigns in fight for financial literacy

Fidelity is looking to help more young Americans get financially savvy with a fresh series of educational campaigns.

27.03 / 17:09

Strategy Align community Experts Celebrity 2020 reports Avantax adds $250M married duo from Edward Jones

Avantax is making a pivotal step in Texas as it welcomes financial advisors Heidi and Nicholas Irwin, a married couple. Recognized for their longstanding contributions to the Lockhart, Texas, financial advisory landscape, the Irwins are transitioning from Edward Jones, where they reported managing over $250 million in client assets as of March 20.

01.03 / 17:33

markets UPS Apple Research AAPL reports International Apple reportedly cancels electric car project: What this means for AAPL stock

Investing.com — Apple's reported decision earlier this week to scrap its plans to create an electric car could help boost the tech giant's push to develop its artificial intelligence capabilities, an analyst at Edward Jones has told Investing.com.

29.02 / 21:19

Provident Platform Strategy Align wellness innovations Financial LPL Financial adds $515M team from PNC

LPL Financial has added a Fort Wayne, Indiana-based team that was managing $515 million in client assets at PNC Private Bank Trust. Endeavor Wealth Strategies, which is led by Seth Marshall, will use LPL’s broker-dealer, RIA and custodial platforms, and it will align with another LPL firm, Exemplar Financial Network.

28.02 / 03:13

Provident Extreme Research wellness Diversity Pride Time to break the silence on generational wealth: Edward Jones

A new study conducted by Edward Jones sheds fresh light on one critical, yet often overlooked aspect of family financial planning: conversations surrounding the transfer of wealth.

27.02 / 18:11

markets COST Strategy Discover wellness voice reports Why Warren Buffett's stock portfolio may include a secret holding from this sector

Investing.com — A mystery is swirling around Berkshire Hathaway (NYSE:BRKa) following its latest quarterly earnings.

26.02 / 14:01

markets Trade Diversity reports Berkshire shares jump after big profit gain as Buffett’s conglomerate nears $1 trillion valuation

In this article

24.02 / 20:33

markets COST Apple Occidental Bill performer Warren Buffett's Berkshire Hathaway Achieves Second Straight Record Annual Profit

Warren Buffett's Berkshire Hathaway on Saturday posted its second straight record annual operating profit, with its insurance business benefiting from improved underwriting and higher income from investments as interest rates rose. Net income also reached a record $96.2 billion, as the rising stock market boosted the value of Berkshire's $354 billion equity portfolio, half of which is in Apple.

24.02 / 20:33

UPS Maxim Apple Death stage cover Warren Buffett Pays Heartfelt Tribute: "Berkshire Loses Its Architect, Munger," Leaves Investors Reflecting

Warren Buffett left no doubt: He misses Charlie Munger, and so will Berkshire Hathaway's shareholders. Buffett on Saturday devoted a special section of his annual shareholder letter to Munger, who died in November at age 99. The 93-year-old Buffett called his long-time business partner a key driver behind what has become his more than $900 billion, Omaha, Nebraska-based conglomerate.

13.02 / 21:13

COST Provident Bill trends Diversity reports Edward Jones leads the way in adding CFPs

The CFP Board registered a significant increase in the number of certified financial planner professionals in 2023, with major financial firms playing a key role in this growth.

13.02 / 21:13

CEO Strategy community Experts country innovations Commonwealth sees second year of record recruiting results

In a display of continued energy in its growth and recruitment strategy, Commonwealth logged a second consecutive year of record results in 2023.

17.01 / 23:49

Provident Patterson reports Raymond James adds $160M advisor from Edward Jones

A Texas-based advisor who managed $160 million in client assets at Edward Jones has joined Raymond James Financial Services, the firm’s independent advisor channel, the firm announced Tuesday.

12.01 / 15:25

markets Reuters Digital Strategy BlackRock social International BlackRock strikes $12.5 billion deal for Global Infrastructure Partners

NEW YORK/LONDON (Reuters) -BlackRock said on Friday it would buy Global Infrastructure Partners (GIP) for $12.5 billion in a major bet on alternative assets and announced a shake-up of its top management.

12.01 / 05:55

Bitcoin Etf Vanguard asset manager Crypto Community Calls to Boycott Vanguard as $7.7 Trillion Asset Manager Blocks Spot Bitcoin ETFs

Asset management giant Vanguard has opted not to allow the purchase of spot Bitcoin exchange-traded funds (ETFs) on its platform, triggering the crypto community.

04.01 / 18:16

UPS CEO Sustainability patient Vaccines Drugstore chain Walgreens cuts quarterly dividend to get more cash to grow its business

Walgreens is chopping its dividend nearly in half as the drugstore chain looks to strengthen its balance sheet

24.12 / 14:48

Provident FIVE show track reports recommendations Wall Street awaits 'Santa Rally' with US stocks near records

By Lewis Krauskopf

23.12 / 13:39

Man Career CEO Death PTC love show The Man Preparing for a Berkshire Hathaway Without Warren Buffett

Berkshire Hathaway’s future chief executive officer is no Warren Buffett. Fortunately for Greg Abel, he doesn’t have to be. Buffett, the 93-year-old chairman and CEO, unwrapped one of corporate America’s longest-running mysteries in 2021 when he confirmed that Abel was his pick to succeed him in the role as CEO.

14.12 / 17:17

Citi Career reports NOT Young Americans not yet saving for retirement, they have other priorities for their dollars

The youngest cohort of American adults are already talking about retirement but are not ready to start saving for it because they have other financial priorities.

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