The mammoth coup far outpaces other recruiting deals of recent memory.
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Tech titans Envestnet and Salesforce said they are partnering to offer a broader, more streamlined platform for advisors.
29m ago -
To remain successful in the workforce of the future, advisors will need to adapt and evolve to find new growth and meet clients' needs.
3h ago -
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Like 2023, 2024 has been good to Edward Jones. The St. Louis-based firm finished the first quarter with higher revenues and more financial advisors on its payroll.
May 10 -
Despite the apparent decline, the independent broker-dealer giant remains one of the leaders in advisor recruiting and merger and acquisition deals.
May 10
Financial Planning announces its 2024 class of the top 40 most productive employee wealth management brokers under age 40.
The profession displays a stunningly high rate of attrition in the first year. Here's how wirehouses and regional brokerages must try to change with the times.
Financial Planning announces its 2024 class of the top 40 most productive employee brokers under age 40 at regional firms.
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Tech titans Envestnet and Salesforce said they are partnering to offer a broader, more streamlined platform for advisors.
29m ago -
To remain successful in the workforce of the future, advisors will need to adapt and evolve to find new growth and meet clients' needs.
3h ago -
Like 2023, 2024 has been good to Edward Jones. The St. Louis-based firm finished the first quarter with higher revenues and more financial advisors on its payroll.
May 10 -
The Internal Revenue Service issued the annual inflation adjustments for health savings accounts in 2025 as prices continue to rise.
May 9 -
Financial advisors Jeff Breese and Brent Mekosh merged their practices as part of the move from the hybrid RIA's former brokerage firm.
May 9