Displaying 28 results
JPMorgan taps ChatGPT for new thematic investment suite
The banking giant’s generative AI-powered strategy, IndexGPT, is the latest attempt by Wall Street to harness the nascent technology.
JP Morgan data breach hits 451,000 retirement plan members
The financial services giant reported a years-long system failure that exposed names, addresses, Social Security numbers, and other sensitive info.
UHNW family offices are eyeing alts diversification, says JP Morgan
The financial giant offers a fresh snapshot into global family offices’ investment, governance, and succession planning concerns.
Citizens lands $5B team from JPMorgan
The firm's addition of the California-based team of 12 extends its ambitious push into the ultra-high-net-worth space.
Merrill scores multibillion-dollar team from JPMorgan
The firm is bolstering its presence in Florida by adding a 12-person group managing $3.5 billion in assets.
‘Sobering’ report shows increasing reach of fintech over traditional firms
About a quarter of Americans have tried a tech-based savings or investing service, and companies with scale are getting the most business, a report from Hearts & Wallets finds.
NewEdge Wealth opens Atlanta office with JPMorgan team hire
New office is led by a 30-year veteran of the wealth management industry.
Encouraging more Hispanic advisors: Insights from a $1B firm founder
What can the investment and wealth management industry do to boost diversity?
JPMorgan Private Bank hires $2B high-net-worth advisor team from rival
Three advisors boost the firm's reach in the Pacific Northwest.
JPMorgan shares why advisors should serve needs of diverse investors
Black and Hispanic women are gaining confidence in their investing knowledge.
Citigroup launches digital token service
The firm is widening its digital assets offering to institutional investors.
JPMorgan’s Dimon takes a swipe at Bidenomics as ‘political’ interference
The outspoken banking chief also says the government’s $5 trillion stimulus program is fueling inflation.
Finding potential upside in markets and the economy
Market watchers take the long view in forecasting the year ahead because the immediate future looks dicey.
Handicapping sequence risk and recession for the retirement set
There will be a lot of recession chatter in the coming year and financial advisors had better be prepared for it.
J.P. Morgan partners with cash management platform Trovata
Trovata will host the Morgan Money corporate investing and trading solutions.
How advisers can stop family members from fleecing elderly relatives
Roughly two-thirds of the abusers are family members, often the victim’s spouse, adult children or grandchildren.
T. Rowe Price, Calamos Advisors bring home overall fund company Lipper Awards
Fidelity tops all fund companies with 35 individual fund trophies; Carillon Tower Advisers wins the small-company fixed-income award for the second straight year.
Why many advisers need to rethink retirement income
Incorporating long-term planning to account for higher spending after age 80 can help clients retire with the quality of life they deserve while ensuring they don’t run out of money.
Firms outline DEI efforts for Black History Month
Financial services companies recognize Black History Month, and DiversityQ has guidance for being a better ally.
Morgan Stanley lifts CEO James Gorman’s pay 6% to $35 million
Wall Street giant sets another high mark for profit in 2021.
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