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JPMorgan will cover employees’ abortion-travel costs starting next month
Benefit will go into effect July 1 at JPMorgan, Goldman Sachs and Bank of America.
Vanguard to offer financial advice to AmEx credit-card customers
The AmEx by Vanguard program has an investment minimum of $10,000 and an annual gross advisory fee of 0.5%.
Exposing clients to financial plans in unexpected places
American Express Co. believes a consumer may want to create a full financial plan, complete with toggles for job promotions and inflation as well as important life events. They're not the only company that thinks so.
The latest in financial #AdviserTech — September 2021
This month's #AdviserTech roundup includes Riskalyze’s recapitalization, RightCapital’s launch of retirement decumulation tools, Veriti’s crossing $1 billion of AUM, and American Express partnering with BodesWell to return to the financial planning business 16 years after spinning off Ameriprise.
American Express returns to financial planning
The company unveiled a new tool, called My Financial Plan, that is certainly akin to the work done by financial advisers, but is stressing publicly that it is not eying an avenue back into the wealth management business.
