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.
Even before President Donald Trump’s recent trade agreements, financial advisors were starting to feel a bit better over the health of equities and the economy.
Up to $30 billion in mutual fund marketing and distribution fees could be at risk if the SEC approves dual share classes. The Mag Seven stocks have regained momentum in recent weeks, but will that last? These are among the investment must reads we found this week for financial advisors.
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