In The News
Edward Jones featured in news media for interviews, product updates, research and more.
June 2026
- MoneyLion: Gen Z: 4 'necessities' that are actually luxuries breaking your budget (no, it's not a latte)
- American Banker: 'Bank in a Box' offers blueprint for scalable banking-as-a-service
- The Wall Street Journal: America’s new financial middle: not in crisis, not thriving either
- Gallup News: Fewer than one in five Financially Fulfilled in U.S., Canada
- 401K Specialist: As Financial Fulfillment declines, more Americans turn to their parents for support
- Rethinking65: Most Americans report financial stress and strain, study finds
- The Palm Beach Post: Why Edward Jones is opening private 'Generations' office in West Palm
- IndependentWomen: Poll: A third of Americans are financially stressed, 16% financially fulfilled, half swing both ways
- The NY Post: Techno-optimism is on full display at NY Tech Week
- Yahoo!Finance: Oil drops, stocks mostly higher despite AI concerns
- US News & World Report: 8 high-return, low-risk investments for retirement
- Fortune: High-earning millennials and Gen Zers feel broke and conflicted: ‘I make a good salary, I shouldn’t be struggling this much’
- CNN Business: Nasdaq, S&P 500 suffer worst day of year as AI stocks tumble and Fed rate-hike odds rise
- CBS News: Survey finds 51% of Americans feel financially conflicted
- Fox Business: Inflation rose again in May as elevated energy prices squeeze consumers
- Investment News – in the NASDAQ: Edward Jones senior economist talks rates, stocks and consumer spending
- Moneywise: Half of Americans belong to a new financial class: the 'conflicted middle,' where you earn a decent income but still feel broke
- Yahoo! Finance: 51% of Americans are 'financially conflicted,' Gallup finds — how to tell which of the 3 money personalities fits you
- Moneywise: 42% of adults still rely on parents for money
- The Motley Fool: SpaceX Investors Beware: IPOs Significantly Underperform the Market in Year 1
- InvestmentNews: Edward Jones adds JPMorgan to retirement plan lineup amid widening small business push
- American Banker: U.S. Bank wins Innovation of the Year award
- Inc: Why Gen-Z and Millennial money anxiety Is quietly ruining office productivity
- AdvisorHub: Edward Jones expands Workplace Retirement menu with J.P. Morgan, T. Rowe
- Financial Advisor IQ: Edward Jones invests in personal finance platform
- Wealth Management: Edward Jones offers Carefull Fraud Protection free to clients
May 2026
- CNN Business: How to inflation-proof your investments
- Financial World: Wall Street advisers rethink portfolio strategy after inflation rebound
- CNBC: Trump Accounts have a 'tax-advantaged' alternative, CFP says
- MSN: Wall St rises on chips strength ahead of Nvidia results
- The Street: 529 plans already do what Trump Accounts promise
- MoneyLion: Make saving feel easier with these mental tricks
- Barron's: Don’t let AI ruin your retirement portfolio
- Associated Press: US stocks gain ground, adding to their records, as Dell soars
- Techstock2: US stock market this week
- Prism News: S&P 500 posts five straight weekly gains amid oil shock and war turmoil
- Citywire: Edward Jones' top gatekeeper builds out alts team in private assets push
- Dallas Business Journal: Edward Jones opens hub at The Crescent in Uptown aimed at affluent clients
- CNBC: Consumer discretionary and industrials are the two sectors we like, says Edward Jones’ Mona Mahajan
- MoneyLion: I'm a CFP: Here's how to invest when you have zero confidence in the economy
- AdviserHub: Mona Mahajan: Why volatility, AI and wealth transfer are creating a new moment for advisors
- Wealth Management: Edward Jones posts asset-based fee gains, but costs tick up
- CBS News: Employers added 115,000 jobs in April, blowing past forecasts
- MSN: S&P 500, Nasdaq hit record highs on tech rally, strong jobs data
- Reuters: TSX notches weekly gain as corporate profits impress investors
- Rethinking65: Awareness of 529 plan flexibility grows, but understanding lags
- Kiplinger: Eight biggest retirement financial planning myths: how many do you believe?
- CNBC: Consumer prices rose 3.8% annually in April, the highest since May 2023
- Reuters: April CPI rises more than expected; bond yields climb
- USA Today Money: Inflation rose to its highest level since 2023 in April. What got pricier?
- Axios: Iran war energy shock squeezes U.S. paychecks
- The Purse: The 1 thing a financial advisor wishes young people would do differently with their money
- Wall Street Journal: Edward Jones CFO, Digital and Data Leader: ‘All In on Transformation’
April 2026
- Reuters: Record surge in gasoline receipts boosts US retail sales, but weakness is looming
- Barron's: Iran cease-fire rallied markets but there are 4 other factors keeping investors optimistic
- Barron's: Nasdaq shakes 2-day stumble to hit record
- Investing.com: March retail surge hides warning signs for consumers
- MarketWatch: The stock market’s record rally now faces these two big risks
- Yahoo! Finance: Oil plunges, stocks jump as Iran declares Hormuz open
- MoneyLion: Spending habits quietly keeping you from ever buying a home
- US News & World Report: 7 things to know about withdrawing money from a traditional IRA
- MSN: Don't wait for more money to start investing — start investing for more money
- Inc: 5 questions to ask before selling your company
- Fortune: Fortune 100 Best Companies to Work For®
- CBS News: Employers added 178,000 jobs in March, blowing past forecasts as job market rebounds
- USA Today: Jobs report shows strong rebound in March. Can 2026 grads get hired?
- US News & World Report: 8 high-return, low-risk investments for retirement
- Kiplinger: A 10-year retirement planning checklist
- Kiplinger: The 'Rule of Four Futures' in retirement
- The Independent: Think this way about money? Experts say it could be hurting your finances
- US News & World Report: How to choose a Medicare plan: 5 essential steps
- ABC News: What could the US-Iran ceasefire mean for inflation, jobs?
- Fox Business: 'SUPPLY SHOCKS': Inside challenges from higher prices
March 2026
- US News & World Report: Retirement Tips for Women (and Men, Too)
- Moneywise: The Cost Of Caring For Sick And Aging Loved Ones
- InvestmentNews: Edward Jones wins green light for in-house bank after years of false starts
- Wealth Management: Edward Jones Wins FDIC Approval to Open In-House U.S. Bank
- Wealth Management: RPAs Face Growing Competition from Wealth Advisors over 401(k) Participants
- CNBC Squawk Box: 2026 has been the year of diversification, says Edward Jones’ Mona Mahajan
- Bloomberg Law: Chart Watchers See Risks of S&P 500 Correction Amid War Jitters
- NPR: U.S. gasoline prices set to jump with Iran war
- NYT: Stocks Drop as Inflation Risk Emerges in Wake of Iran War
- Axios: The products and services likely to surge in price due to the Iran war
- The Daily Upside : From Crypto to Private Credit, Alts Attract Millennials Flush with Inherited Wealth - The Daily Upside
- Inc: 20 C‑Suite Leaders Reveal Their Burnout‑Proof Rituals—From Having Kids to No‑Email Fridays
- GoBankingRates: Hidden Monthly Expenses Many Retirees Didn't Factor In
- Financial Planning: Edward Jones, SoFi lead JD Power investor satisfaction rankings
- Country Insider: Edward Jones Joins ‘Alan Jackson’s Last Call’ As Title Sponsor.
- Kiplinger: 4 Ways to Make Debt Your Best Friend Instead of Your Frenemy | Kiplinger
- Business Insider: What Smart People Are Saying About Inflation Amid the War in Iran
- USA Today Money: US shed 92,000 jobs, unemployment ticked up to 4.4% in February
- International Business Times: 'If They Rise, They Rise' — Trump Shrugs Off Surging Pump Prices as Qatar's Energy Minister Warns Oil Could Hit $150 a Barrel
- Politico: Energy, food prices surged in February — before Iran fighting started
- The Wall Street Journal: Here’s Why Stocks Didn’t Move Much on the CPI Report
- Bloomberg Surveillance: Segment on U.S. core inflation
- Reuters: US consumer inflation steady before Iran conflict drives up oil prices
- CNN: Managing your money when geopolitical risk and volatility are high
February 2026
- Planadviser: Past the Bots: How to Implement AI for Efficiency
- CPA Practice Adviser: Startup Accrual Officially Launches with $75M in Funding to Bring AI-Native Automation to Accounting
- Associated Press: Edward Jones Named to Fortune’s 2026 World’s Most Admired Companies List
- Time: America’s Best Financial Services of 2026
- MarketWatch: Edward Jones Announces New Relationship with Moment and Completion of Natixis Investment Managers' Overlay Management Services Capabilities Acquisition
- Wealth Management: Edward Jones Adds Cash Flow Optimization to Services
- US News & World Report: Decoding RMDs: An Acronym Scarier Than the IRS
- Invest: Pittsburgh: Robert Singer, Financial Advisor & Regional Leader, Edward Jones
- NBC News: AI-linked fears roil some corners of Wall Street after years of hype and gains
- CBS News: Dow drops 800 points as AI disruption fears and tariff woes weigh on markets: Live updates
- Fox Business: US economy grew slower than expected in fourth quarter
January 2026
- AdvisorHub: Why Edward Jones Is Betting on “Interdependence,” Scale, and Advisor Ownership
- Barrons: Financial Planning Profession Is Gradually Getting Younger, More Diverse, as CFP Ranks Grow
- Wealth Management: Edward Jones Reports 1% Net Advisor Increase
- Kiplinger: Use the 529 Grandparent Loophole to Maximize College Savings | Kiplinger
December 2025
- Financial Planning: Why firms like Edward Jones and banks are rushing to ape each other
- Connect Money: Edward Jones' Tom Lewandowski on Wealth Transfer, Giving and the Rise of Alts
- LIFE&Health Advisor: New Year, New You: Setting Financial Resolutions For 2026
- Investment News: Americans seek advice to meet loftier money goals for 2026 even as inflation lingers
- GOBankingRates: How Much of Your Paycheck Should Gen X Save in 2026?
- Good Housekeeping: Why Milo Ventimiglia's Holiday Plans Mean More as a New Dad
- Us Weekly: Milo Ventimiglia Shares Last Time He Watched 'Gilmore Girls' | Us Weekly
November 2025
- St. Louis Business Journal: Edward Jones advances banking strategy with U.S. Bank products, creating its own bank
- Nerdwallet: U.S. Bank, Edward Jones Team on New Suite of Credit Cards
- Investment News: How advisors can help veterans manage their civilian finances, build financial confidence
October 2025
- Financial Advisor IQ: Edward Jones to Offer Workplace Retirement Plans Through Nationwide
- PLANSPONSOR®: Edward Jones Expands Retirement Plan Offerings With Products From Nationwide, Voya
- 401K Specialist: Edward Jones Boosts 401(k) Abilities with New Tech, Partnerships
- 401(k) Real Talk: Episode 172: October 29, 2025