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Not just AUM: Edward Jones embraces financial planning for a flat fee

The new offering, rolled out to 600 advisors this month, will let clients pay $3,600 a year for services that extend beyond asset management to include tax and trust planning.

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New CFP Board ads incite fierce backlash from advisors

The revamped digital campaign, "Quite Possibly the Perfect Job," features new versions of static ads that appear on social media.

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Wells Fargo puts targets on low producers in 2025

Even as the firm puts pressure on lower-end advisors, it's making it easier for its top wealth managers to earn growth rewards.

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