Seattle is the latest metro area where the brokerage has opened a multi-advisor office; but the firm expects to take its teaming model to small, rural locations—Edward Jones’ bread and butter—too, says Managing Partner Penny Pennington.
The firm recommended investments in share class options for clients in its wrap account programs when more affordable options were available, according to the commission.
Join us on July 27th to learn about trends in the industry, security & compliance considerations, and how content is central to the future of wealth management.
.png){kind=small}
.png){kind=small}
