Displaying 51 results
Take profits on five-year Treasuries now says JPMorgan
Selling pressures are elevated due to multiple risk events.
NewEdge becomes new home for $580M JPMorgan team
Dallas-based team of four attracted by RIA's portfolio management credentials.
Fed finds chinks in Wall Street banks’ living wills
BofA, Citi, Goldman, and JPMorgan must take remedial action on "shortcomings" in wind-down plans, finds regulators.
JPMorgan believes currency carry trades could lose appeal
Volatility and the Fed's rates policy may weaken potential.
JPMorgan sees AI early-adopters’ advantage for companies
Those that use transformative tech could be see next investment surge.
Vestwell bolsters 401(k) leadership with JPMorgan deal
The distribution partnership will see the fintech carry a key product, allowing more advisors to oversee workplace retirement plans.
JPMorgan vs. Morgan Stanley: Who’s right on stocks outlook?
Wall Street strategists disagree on what's ahead.
Citizens grows its private wealth ambitions in Boston
Citizens Financial Group has added a top advisor with nearly $1B in assets from JPMorgan, along with another key hire for its Boston office.
RBC enhances Northeast presence with $855M JPMorgan team
The high-net-worth group is coming over to join RBC Wealth Management’s advisory complex in New Jersey.
JPMorgan to pay $100M for client order monitoring fails: CFTC
Firm did not monitor of billions of client orders over 7-year period.
JPMorgan unveils AI training push for new hires
The transformational technology has permeated the firm and helped cut “no joy work,” says asset and wealth management head.
Should partially retired households brace for an awkward spending phase?
JPMorgan data reveal their retirement savings could be jeopardized by early-phase surges and volatility in spending.
Edward Jones adds ex-JPMorgan veteran advisor in California
Previously managing $250M, the firm’s new addition in the West Coast has a nearly four-decade record that includes Merrill Lynch and Wells Fargo.
LPL nabs JPMorgan advisor in California
The former wirehouse advisor is tapping into LPL’s platform after managing $280M in retirement and other assets at his former firm.
JPMorgan turns heads after signing powerhouse $28B team from Merrill
The monster hire, historic in the scale of assets involved, helps America’s largest bank push deeper into the coveted ultra-high-net-worth arena.
JPMorgan Asset Management’s $169B ETF business chief exits
Global head of ETF solutions, Bryon Lake, has left the firm.
JPMorgan strategists don’t expect equities rally from earnings
Outperformance may be limited in the latest season.
Elderly client suing JPMorgan over investment losses faces court setback
The client and his wife sued over investments that they allege should not have been allowed and that ended up wiping out much of a fortune once pegged at more than $50 million.
Rockefeller expands California presence with $1B JPMorgan team
The firm is bolstering its profile in the San Francisco Bay Area with a high-net-worth practice that includes a father-son advisor duo.
JPMorgan expects foreign investors to buy Indian stocks
The completion of the country's general elections is set to spark interest.
