2+ week, 6+ day ago   (444+ words) Two Democratic Senators have pushed the brokerage industry’s self regulator to require firms to give customers the ability to lock their accounts to help fight fraud. Senators Elizabeth Warren (Massachusetts) and Ron Wyden (Oregon) warned the Financial Industry Regulatory Authority…...

3+ week, 3+ day ago   (526+ words) Edward Jones & Co. is piloting a program called Edward Jones Digital Managed Solutions, a mostly automated investment platform that offers users some assistance from remote advisors. The program marks the St. Louis-based brokerage’s latest move to modernize its 100-year-old model....

3+ week, 5+ day ago   (186+ words) Financial advisors need to understand the perils and pitfalls that can accompany a poorly run bill pay system and put themselves in a position to solve those issues before they become real problems. Understanding family office expense management can help…...