J.D. Power's 2019 Financial Advisor Satisfaction Survey found Commonwealth Financial was the top-ranked firm for satisfaction among independent advisors, while Edward Jones took the top spot for employee advisors.
Most Americans don't use 529 plans, and many don't even know what they are.
The three teams have a combined $250 million in client assets, the firm announced at its W Forum conference this week.
Fifty-five percent of investors consider themselves 'traditionalists,' while 45% identify as 'trailblazers,' according to a new survey by Edward Jones and Dow Jones Intelligence.
No, but young moms say supportive partners, team-based practices and flexible work schedules are key.
SEC Chairman Jay Clayton reiterated his belief that improved disclosures would, in many cases, be sufficient to ensure investors are protected.
Investors were more than twice as likely to recommend their advisor if they explained what is happened in 2018, according to J.D. Power.
The financial advice industry’s slow, steady crawl toward texting and why
