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Edward Jones headcount, sales grow in second quarter

Edward Jones headcount, sales grow in second quarter
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United States , Don Aven , Edward Jone , Edward Jones , Jones Financial Cos , Participant Capital ,

Goodbye, Royal Alliance. Hello, Osaic Wealth

The rebranding of the Advisor Group B-Ds started this week as Royal Alliance Associates saw its name replaced with Osaic Wealth Inc. ....

United States , Jen Roche , April Rudin , Securities America Inc , Royal Alliance Associates , Infinex Investments Inc , Financial Industry Regulatory Authority Inc , Securities Corp , Advisor Group To Osaic , American Portfolios Financial Services Inc , Woodbury Financial Services Inc , Royal Alliance , Sagepoint Financial Inc , Advisor Group , Osaic Wealth Inc , Royal Alliance Associates Inc , Mosaic Wealth , Reverence Capital , Triad Advisors , American Portfolios Financial Services , Infinex Investments , Participant Capital ,

Real estate surges to new record value

U.S. real estate lost nearly $3 trillion in value during last year's property slump, but now property has bounced back to a new record. ....

United States , Little Rock , New Jersey , San Francisco , Los Angeles , Chen Zhao , American Community , Redfin Economic Zhao , Silent Generation , West Coast , Redfin Estimate , American Community Survey , Participant Capital ,

UNest enters advisor marketplace with Wealthtender partnership

UNest, which focuses on helping parents save for their children, is stepping into the advisor marketplace by partnering with Wealthtender. ....

United States , Unest Finpro , Ksenia Yudina , Brian Thorp , Exchange Commission , Uniform Transfers , Minors Act , Participant Capital ,

It's not all about 'location' for advisors recommending real estate to clients

In the post-pandemic real estate environment, advisors are increasingly being forced to choose between 'public' and 'private' investments. ....

United States , Amanda Teeple , Bernie Wasserman , Steven Brod , Participant Capital , Crystal Capital ,