In December, Edward Jones Financial Advisor Chad Williams of Ashburn, VA, testified before the U.S. Senate Committee on Health, Education, Labor and Pensions during a hearing focused on expanding access to retirement savings opportunities for workers. In addition to speaking in support of policies that can help all Americans begin saving earlier, he underscored the importance of creating additional savings opportunities for caregivers. Williams shared his personal experience as a caregiver to his aging parents while raising two young children and spoke about the importance of providing retirement security tools for caregivers who make great personal and professional sacrifices that limit their ability to contribute to their own retirement security.

Edward Jones Ventures, a strategic and capital partner to innovators, launched in 2025 to inspire and accelerate innovative solutions for the industry’s biggest challenges. In its first year, Edward Jones Ventures has built an ecosystem of like-minded partners, founders and innovators bringing solutions from concept to reality faster than any of us could alone. Success stories include Alix, an estate settlement platform that pairs AI automation with trained specialists to guide families through administrative, tax and legal steps after a loss; and Waterlily, which uses more than 500 million datapoints to predict long term care events and optimize funding plans.