FORGOTTEN HISTORY: Edward jones | History Defined

‘The elder daughter phenomenon’: Edward Jones head Penny Pennington said the economy is propped up by eldest daughters

Caregiving is a trillion-dollar industry, and eldest daughters take the brunt of it.

Fortune · Oct 9

Your next manager may have three employees and 19 agents. Who's accountable?

CIOs at CVS, Broadridge and IBM say AI isn't shrinking the manager's job. It's breaking it into pieces and the pieces are landing on non-managers.

Fortune · Oct 8

‘Giving while living’ has become a popular trend for passing on family wealth, says head of Edward Jones

Penny Pennington says there can be significant benefits to giving money to family members while you’re still alive—one of which is simple joy.

Fortune · Oct 1

Edward Jones advisor: Gen-Z doesn’t want an office happy hour. They want financial security

Nearly four in five Gen Z workers don’t contribute to a workplace retirement plan, according to research from Edward Jones and Morning Consult.

Fortune · Jun 21

Half of Americans Fall Into 'Conflicted Middle', Feeling Broke Despite Good Incomes

51% of Americans with good incomes are financially conflicted and just one bill from trouble. Explore the Edward Jones and Gallup study on financial stress and the 'conflicted middle' in the US.

International Business Times UK · Jun 19

High-earning millennials and Gen Zers feel broke and conflicted: 'I make a good salary, I shouldn't be struggling this much'

Just 16% of U.S. adults say they feel financially fulfilled, and experts say the anxiety gripping everyone else often has little to do with what's actually in their bank accounts.

Fortune · Jun 7

Kiplinger Readers' Choice Awards 2026: Best Brokers

The Kiplinger Readers’ Choice Awards celebrate the best products and services in personal finance.

Kiplinger · May 4

The 'Rule of Four Futures' in Retirement

The "Rule of Four Futures" plans for the retirement you expect — and the ones you don’t.

Kiplinger · Apr 9

Penny Pennington of investment advice firm Edward Jones: ‘We’re a health and wellbeing company’

Also: All the news and watercooler chat from Fortune.

Fortune · Jul 18, 2025

My First $1 Million: Air Force Veteran, 68, Duluth, Ga.

Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers.

Kiplinger · Jun 28, 2025