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J.P. Morgan Asset Management hires industry veteran as chief ETF strategist
Firm is boosting insights offering amid growing demand for exchange-traded funds.
Global ETF assets reach $11 trillion, with North America in the lead
New research reveals cross-Atlantic divergences on active ETFs and ESG strategies, as well as revived interest in crypto ETFs.
J.P. Morgan Asset Management leaves environmental investing coalition
Wall Street firm is reported to have quit Climate Action 100+ to do its own thing.
Raymond James partners with 55ip on tax management enhancements
Services such as rebalancing and tax-loss harvesting will be available on Raymond James' managed accounts platform.
Target-date funds: Low fee doesn’t equal low risk
Three reasons why passive TDFs aren’t automatically the safer choice for DC plan fiduciaries
DC plan sponsors taking more responsibility for employees’ retirement income
J.P. Morgan Asset Management survey reveals greater role of employers in workers' financial well-being.
J.P. Morgan partners with Vestwell to expand 401(k) business
Vestwell will provide a new record-keeping solution and help power Everyday 401(k), Chase’s workplace savings program for small businesses.
Big Three’s grip on ETF market continues to slip
Vanguard, BlackRock and State Street still command about 79% of all U.S. exchange-traded fund assets, but that's down from 91% in 2006.
5 retirement planning resolutions for advisers in 2023
The new year presents an opportunity for advisers to encourage clients to focus on key retirement priorities.
J.P. Morgan adds three active ETFs with ESG themes
The firm's other active sustainable exchange-traded fund, Climate Change Solutions, launched in 2021.
Match retirement cash flow with clients’ long-term goals
Don't assume that clients intend to spend their principal in retirement.
Tifin closes $109 million round of funding
The latest round, led by Franklin Templeton and Motive Partners, brings Tifin's valuation to $842 million.
J.P. Morgan launches direct indexing for RIAs
The Tax-Smart Separately Managed Account Platform lets advisers customize portfolios based on strategies created by J.P. Morgan’s index team.
J.P. Morgan’s remote advice offering takes shape
J.P. Morgan hired Boaz Lahovitsky from Vanguard in 2020 to oversee the call center and video conferencing program.
J.P. Morgan adds retirement spending tool to target-date funds
The tool will help participants in the firm's SmartRetirement funds withdraw a portion of the money they have invested each year after they retire.
New retirement guide focuses on longevity, inflation
J.P. Morgan Asset Management says that advisers should plan for 35 years in retirement for clients, rather than the previous 30 years, as average life expectancy continues to increase.
