WM Breaking News
 
Wealth Management Breaking News

MARCH 13, 2025

INDUSTRY NEWS

Edward Jones Laying Off Home Office Workers Amid Restructuring

The broker/dealer is embarking on a multi-year effort to restructure its home office to boost collaboration and client focus, with layoffs to come on the administrative side of the business.

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WEALTHTECH

AI-Powered Prospecting Tool FINNY Now Backed By Josh Brown

In addition to the celebrity endorsement and undisclosed investment, The Reformed Broker has joined the startup's board.

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