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JPMorgan plans to hire again as deals, wealth business grow
President Daniel Pinto also shares his views on rate cuts.
Morgan Stanley’s new CEO Pick has wealth management in his veins
Industry executive warns it will take time for Pick to earn the trust of advisors.
Bob Doll named CEO of Crossmark
Doll, who succeeds Mike Kern as the faith-based investment management firm's CEO, will continue to serve as its chief investment officer.
Can the wirehouses stop leaking advisors?
Many advisors are leaving, disillusioned by what they consider prohibitive pay grids and a lack of flexibility.
How depths of 9/11 trauma propelled planning career
Dr. Nicole B. Simpson was in Tower Two when the planes hit the World Trade Center, altering the course of her personal and professional life forever.
Despite more than $2B in fines, financial industry still uses risky communications
Report reveals texting and messaging apps common at RIAs and broker-dealers.
Laird Norton, Wetherby to bring all offices under new streamlined brand
The move combines wealth management and investment advisory under one name.
ETFs, model portfolios among the hottest investment trends for 2024
Natixis Investment Managers’ portfolio managers, strategists and executives share their outlook.
It’s too soon to bet on aggressive rate cuts, says IMF executive
Inflation is still not under control so cuts may be smaller than expected.
Why US earnings may easily beat expectations
Morgan Stanley analyst says forecasts have set the stage for surprises.
EM stocks drop for worst start to a year since 2016
Geopolitics and higher rates are weighing on sentiment.
Wells Fargo Advisors to sell new bitcoin ETFs
'We’ve made significant investments the last few years across our franchise to better serve our customers, and help drive growth,' says Wells CFO Mike Santomassimo.
Merrill adds new clients by tapping Bank of America customers
'In 2023, a record number of existing Bank of America clients became Merrill clients,' says Eric Schimpf, president and co-head of Merrill Wealth Management. 'We can and will do more here.'
JPMorgan posts record net interest income
The bank said the windfall may continue this year; its earnings also included a $2.9B charge for an FDIC special assessment related to last year's bank failures.
Blackstone elevates duo to co-chief investment officers
$1T asset manager has also promoted Americas real estate head to a global role.
Goldman Sachs, Northern Trust announce asset management leadership moves
People moves are gathering pace as the new year gets underway.
Broker-dealers and bitcoin ETFs: To sell or not to sell?
'Financial advisors don’t understand bitcoin,' one senior executive notes. 'It's a disaster waiting to happen.'
JPMorgan Asset Management thinks Fed cuts could be deeper
Wall Street firm believes that while 1.5% of cuts is probably correct, there could be more easing needed.
Here we go again: Ether gains on hopes for SEC ETF approval
'Runner-up' crypto has gained more than bitcoin since the SEC approved spot ETFs.
Citadel Securities is sole bidder for Credit Suisse’s China venture
While many firms are pulling back from the market, the Ken Griffin founded firm sees opportunity.