Displaying 452 results
Adviser’s cultural understanding behind four decades of client care
Family office executive fled the communist regime in Cuba at 11 .
Turns out commissions are OK at Commonwealth Financial, JPMorgan, Merrill Lynch
Commonwealth and JPMorgan reevaluate use of commissions in retirement accounts.
JPMorgan Chase reaches settlement in race case
The largest U.S. bank agrees to pay $19.5 million to members of class-action lawsuit alleging racial discrimination that's 'uniform and national in scope'
U.S. banks continue to slash exposure to muni-bonds made less valuable by tax cuts
According to estimates. the institutions decreased their municipal-debt holdings by nearly $6 billion in the second quarter.
JPMorgan Chase axes about 100 asset management employees
Cuts are global and follow a business review
What advisers think of JPMorgan’s new mobile investing app
With its offer of free trades and plans for a robo-adviser, JPMorgan could be a direct competitor for millennial money.
JPMorgan offer of free trades hits discount brokerages
Firm's new mobile investing platform gives clients 100 free trades in the first year and free equity research.
Money managers prep for $1.5 trillion in corporate cash
Big players like Fidelity and BlackRock are creating new strategies for companies that are repatriating overseas funds.
Jamie Dimon of JPMorgan Chase warns of 5% Treasury yields
But CEO says equity bull market could continue another two to three years.
Diversity trend plays out across Wall Street
Bank of America Corp. reports high percentage of female and non-white interns, with Goldman Sachs Group Inc. and Wells Fargo & Co. reporting similar numbers.
JPMorgan ups its ETF game
Two of its BetaBuilder funds saw big inflows last week.
Duo from JPMorgan head to Alex. Brown
Jon DuPrau and Caspar Tudor join the team in Los Angeles, Calif.
JPMorgan asks court for injunction against rep who left for Merrill Lynch
Bank claims Gabriel Campbell took confidential client information
Guaranteed retirement income campaign launched
Industry coalition seeks to educate the public and advisers about the value of annuities.
Winning over the ultra-rich means cutting them in on mega deals
Bankers are vying for the world's hyper-wealthy as never before, and they are holding out investments that are tantalizingly off-limits to the rest of us
JPMorgan Chase to make alt investments available to the many
Bank plans to slash minimum buy-in to $100,000 from $10 million.
J.P. Morgan, ex-broker move dispute over clients from court to Finra arbitration
Firm had filed a lawsuit against Ryan C. May, alleging he was soliciting old clients in violation of his employment agreement.
JPMorgan Chase sued for charging ‘sky-high’ fees for crypto purchases
Bank gave no notice that it was changing policy to treat crypto buys as cash advances.
J.P. Morgan Securities seeks temporary restraining order against ex-broker in Illinois
Firm alleges that Ryan C. May, now working for Ameriprise, violated the terms of his employment contract and the terms of the broker protocol for recruiting agreement.
Jamie Dimon of JPMorgan Chase sees opportunity to increase share of wealth management market
In the high-net worth and affluent wealth markets, the CEO says the bank should be able to more than double market share over next 10 years.
