Edward Jones announced a significant hike to its annual technology spend this week designed to provide new tools to the firm’s 19,000 advisers and personalized experiences to clients. Edward Jones is investing $1 billion this year in its technology infrastructure ...

Lance Murphy, an adviser who managed $207 million in assets at Edward Jones, is joining Raymond James & Associates, the employee channel of Raymond James, the firm announced. Murphy, who’s based in Houston, has 26 years of experience, much of ...

Terry N. Estes, who managed $156 million at Edward Jones in Monroe, North Carolina, has gone independent and affiliated with Raymond James. Estes joined Freedom Street Partners, a partnership of independent advisers affiliated with Raymond James Financial Services Inc. and ...

Jennifer Main, who managed $220 million at Edward Jones in Oskaloosa, Iowa, has joined Raymond James & Associates – the employee adviser channel of Raymond James. Main, along with her two associates, operates as Main Wealth Management of Raymond James. She had ...

Robbie Moseley has joined Raymond James to head its recruiting platform, Advisor Choice Recruiting, the firm announced Monday. Moseley succeeds Barry Papa, who died in March. Moseley most recently worked at Edward Jones, where he served as director of financial ...

A six-year-old cyberbullying case that centered on a former Edward Jones broker in California came to a head last month when a 12-person jury awarded the broker, Dalas Gundersen, $30 million in damages for defamation from the firm. According to ...

Independent advisory firms are outpacing wirehouses when it comes to financial advisers’ satisfaction, according to research by J.D. Power released Wednesday.   Wirehouse advisers have experienced negative effects from the pandemic at double the rate of non-wirehouse and independent advisers, according ...