Edward Jones

Advisor Upside

JPMorgan, Edward Jones Among Latest Firms to Reshape DEI Efforts

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JPMorgan said it has swapped out “equity” for “opportunity” in an effort to better reflect the program’s goals.

2 min read

Photo via CFP Board

Advisor Upside

CFP Board CEO Kevin Keller to Retire After 18 Years

The organization dedicated to financial planning will engage an outside firm to help search for a replacement.

2 min read
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Advisor Upside

Schwab, Blackstone Among Firms Fined By SEC Over Off-Channel Comms

The controversial enforcement actions have been called a “cash cow” by Commissioner Hester Peirce.

2 min read
Photo by JHVEPhoto via iStock

Advisor Upside

Edward Jones Trims Fees for Mass Affluent Clientele

Edward Jones, one of the nation’s largest brokerages, is shaving fees for mass affluent clients come October — albeit by just a hair.

2 min read

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