Displaying 452 results
J.P. Morgan Asset Management to acquire fintech 55ip
The acquisition will expand access to model portfolios and automated tax management technology for J.P. Morgan Asset Management's network of advisers
Mobile app usage up, client satisfaction down: J.D. Power
Chase and Wells Fargo mobile apps ranked higher than competing offerings from Schwab, Merrill Lynch and Morgan Stanley, according to new research
JPMorgan Chase penalized $250 million for risk management failings
Regulators found that the bank's asset and wealth management businesses lacked controls to avoid conflicts of interest
JPMorgan says rebalancing could mean $300 billion exits stocks
The strong equity performance so far this month means large investors like balanced mutual funds may need to shift money into bonds before year-end
JPMorgan prepares for post-election market shift by cutting tech
The bank's strategists raised their recommendation on the banking and insurance sector to overweight
RBC recruits female team managing $1.2 billion from JPMorgan
The LSS Group was drawn to RBC for its entertainment industry connections and fixed-income platform
JPMorgan Chase creates small-business 401(k) plan
The new offering will use SS&C Technologies as record keeper and the investments are J.P. Morgan products
JPMorgan asset management unit hits $3.7B in revenue
The asset and wealth management division reported increased revenue and growth in AUM following moves to scale the business amid the market volatility
JPMorgan pays $920 million to settle spoofing claims
Bank will pay the biggest monetary penalty ever imposed by the CFTC to settle claims it manipulated markets in metals futures and Treasuries
Diversity is a ‘need to have’: Eric Tepper, CEO of Chase wealth management
Tepper talks strategy behind four new hires and moving the needle on diversity within his organization
JPMorgan says $200 billion could exit stocks this quarter
Sovereign wealth funds and pension funds are likely to rebalance their portfolios after the equity market's big run-up
JPMorgan sees productivity decline for staff working from home
Employees' output was particularly affected on Mondays and Fridays, CEO Jamie Dimon told analysts in a private meeting
JPMorgan tells senior traders to return to office by Sept. 21
The new order applies to managing directors and executive directors who oversee subordinates
When will Wall Street get back to the office?
While almost every bank says workers are under no pressure to return, employees are itching to learn what comes next
Retail investors interested in alternatives
Younger investors like bitcoin, while older investors go for gold, JPMorgan says
Q&A: iCapital Network’s CEO Lawrence Calcano
Calcano talks automation, the firm’s recent acquisition of Wells Fargo’s alternative investments platform and expectations for tech moving forward
Increase in liquidity should lift stocks and bonds: JPMorgan
Accommodative central bank policies should provide a boost to equities markets worldwide, analysts say
Finra bars former J.P. Morgan bank rep for stealing
David Austin took $144,000 from three customers for his personal use
Piles of cash, short positions could push stocks higher
JPMorgan Chase sees the potential for billions to flow into equities at the expense of bonds to rebalance portfolios
JPMorgan shutting down ETFs that use hedge fund strategies
The firm has had more success with its BetaBuilders funds, which track broad benchmarks at low prices
