Edward Jones Partners With Duke and the University of Oregon
By Melanie WaddellAs part of the collaborations, the wealth management firm will hold financial education workshops for students and athletes.
September 02, 2026
Fake NFL Player, Phony Advisor Charged With Swindling at Least 26 Women: DOJA teenager posed as a financial advisor for the bogus San Francisco 49er, prosecutors say.
September 02, 2026
Altruist Introduces AI-Powered Financial Planning AgentThe announcement follows a tax planning deployment that sent wealth management stocks tumbling in February.
September 02, 2026
12 Talking Points for Client ReferralsClients might be happy to talk you up to their friends, but they might not know what to say.
September 02, 2026
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Meet the Luminaries Class of 2026 FinalistsMore than 380 financial services firms and groups are being recognized for exemplary leadership, innovation and community impact.
September 02, 2026
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Illness Can Wipe Out Retirement Savings, Unless Advisors Help Clients Plan AheadPreventive steps, expert say, can include long-term disability coverage and critical illness insurance.
September 02, 2026
CFP Board Announces New Women & Wealth Career Changer ScholarshipMade possible by a $125,000 gift from Cary Carbonaro, the scholarship supports women who have never worked in financial services.
September 01, 2026
Life Insurance Awareness Month Begins With DefianceInsurers, advisors and industry groups say families still need protection against mortality.