The Succession Gap: New Edward Jones Research Finds Most Financial Advisors Know Succession Planning Matters, But Few Are Prepared

{
  "signal_id": "30a8554c-25c1-1a27-1682-e0b489c698b2",
  "signal_type": "news",
  "signal_subtype": "partners_with",
  "detected_at": "2026-09-14T12:55:00+00:00",
  "company": {
    "name": "Edward Jones",
    "domain": "edwardjones.com"
  },
  "data": {
    "url": "https://www.prnewswire.com/news-releases/the-succession-gap-new-edward-jones-research-finds-most-financial-advisors-know-succession-planning-matters-but-few-are-prepared-302876604.html",
    "title": "The Succession Gap: New Edward Jones Research Finds Most Financial Advisors Know Succession Planning Matters, But Few Are Prepared",
    "excerpt": "Only 42% of financial advisors have a fully documented succession plan in place, despite growing retirement pressures and strong interest from the next generation. Key facts at a glance: ST. LOUIS , Sept. 14, 2026 /PRNewswire/ -- Edward Jones, in partnership with Morning Consult, released new research 1 revealing a significant gap in the future of financial advice: nearly all surveyed financial advisors recognize the importance of succession planning for their practice, yet only 42% have a fully documented, legally formalized plan in place. The findings come as Cerulli projects more than 35% of financial advisors will retire over the next decade, underscoring an urgent need for succession planning across the profession. The survey of financial advisors points to a clear opportunity for firms to step in to provide both emotional and practical support – including firm structure, matching and guidance – to help experienced advisors pass on their practices. Advisors are aware of the succession gap, but few are acting The survey shows that advisors are aware of approaching succession issues, yet too few are taking proactive steps. \"The numbers tell a story we hear from industry advisors every day: they know succession planning matters, but aren't doing enough about it,\" said Jason Henderson, principal and head of financial advisor recruiting at Edward Jones. \"With so many preparing...",
    "summary": "Edward Jones partnered with Morning Consult to release new research on financial advisor succession planning.",
    "location": "St. Louis, Missouri, USA",
    "planning": false,
    "image_url": "https://mmx.prnewswire.com/media/MS423668/EDWARD-JONES-LOGO.jpg?id=OA2943605&p=facebook",
    "confidence": 0.9,
    "published_at": "2026-09-14T12:55:00Z",
    "location_data": [
      {
        "city": "St. Louis",
        "state": "Missouri",
        "region": "Northern America",
        "country": "United States",
        "continent": "Americas",
        "fuzzy_match": false
      }
    ],
    "article_sentence": "Edward Jones, in partnership with Morning Consult, released new research 1 revealing a significant gap in the future of financial advice: nearly all surveyed financial advisors recognize the importance of succession planning for their practice, yet only 42% have a fully documented, legally formalized plan in place.",
    "related_company_name": "Morning Consult",
    "related_company_domain": "morningconsult.com"
  }
}

curl https://signals.autobound.ai/v1/signals/30a8554c-25c1-1a27-1682-e0b489c698b2 \
  -H "X-API-KEY: $AUTOBOUND_API_KEY"

curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"edwardjones.com","limit":20}'