Tag: Edward Jones

Key Global WealthTech investment stats in Q2 2026: Global WealthTech funding dropped 67% YoY in Q2 US companies secured half of the top 10...

Edward Jones, a leading North American financial services firm managing $2.4 trillion in client assets, has announced a commercial partnership with Carefull, a digital...

Moment, an AI operating system purpose-built for investment management, has closed a $78m Series C funding round as major wealth firms move to standardise...

As a firm prepares to launch a mutual fund, it's crucial to establish a solid distribution strategy. ACA Group, which offers governance, risk and compliance support, recently offered a guide for intermediary channels for mutual fund distribution.