In the News
Edward Jones Exec: AI Starts With Advisor Intelligence (Bolstered by the Artificial Kind)
Edward Jones is enhancing its operations by integrating AI into its work, as well as encouraging advisors to gain their CFP® certification. “Our aspiration then is we want to end the year with more CFPs under our roof than any other firm,” said David Chubak, head of branch development and U.S. business unit at Edward Jones.
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Financial PlanningDan Shaw
June 5, 2024