Edward Jones Advisor Count Rises 4% in First Quarter

Published on May 13, 2025

Edward Jones also reported higher client assets quarter-on-quarter as it seeks to broaden its services and improve its home office capabilities for advisors.

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Cross-Atlantic Retirement Readiness: What the U.S. Can Learn from the U.K.

May 13, 2025
While the U.S. and U.K. have different economic and regulatory landscapes, there are clear opportunities for the U.S. to improve retirement readiness by adopting some best practices from across the pond.

iCapital Agrees to Buy Citi Wealth’s Alternative Investments Feeder Fund Platform

May 13, 2025
In addition, Citi will use iCapital’s platform going forward to manage its alternative investments.