The new registered investment adviser unit, J.P. Morgan Personal Advisors, operates under the roof of J.P. Morgan Wealth Management and will launch broadly next year.
Firms that have recently disclosed interim portfolio decarbonization targets are on track to cut their CO2 footprint by just 20% this decade, according to nonprofit Universal Owner.
Over four years, the New York-based broker-dealer failed to identify trading that was potentially excessive and unsuitable in hundreds of customer accounts, according to Finra.
The legislation would also expand access to workplace plans by creating more opportunities for part-time workers to join and allowing 403(b) plans to participate in multiple-employer and pooled employer plans.
As fund companies start to post annual tax distributions, more than 110 funds are already showing capital gains distributions of more than 20%.