Edward Jones Hits 20,000 Advisors. Its Next Target? New York City
By John ManganaroDavid Chubak, the firm's leader of branch development, gives an inside take on its evolving growth strategy.
November 19, 2024
These States Have Their Own Estate, Inheritance TaxesOne state has both, according to the Tax Foundation.
November 19, 2024
‘FIRE’ ETFs Catering to Retire-Early Strivers Make Their DebutMorningstar's Ben Johnson called the connection between the new funds and early retirement "a marketing tactic."
November 19, 2024
FINRA Fines CUNA Brokerage Services Over Deleted Rollover RecordsThe BD inadvertently deleted 14,000 records, violating Reg BI, FINRA says.
November 19, 2024
IRS to Drop Interest Rates in JanuaryFor individuals, the rate for overpayments and underpayments will be 7% per year, compounded daily.
November 19, 2024
Robinhood to Buy TradePMR for $300M in RIA PushThe aim of the deal is to challenge Schwab and Fidelity in the fast-growing wealth management space.
November 18, 2024
DOL Seeks More Data to Launch Retirement Savings Lost and Found DatabaseLabor wants to make the database live by Dec. 29.
November 18, 2024
New Leadership Primes Black Advisory Group AAAA for ProgressThe Association of African American Financial Advisors adds a permanent board chair to its recent CEO appointment.