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JPMorgan Is Signaling A Notable Strategic Shift To Engage The Next Investor Generation

by The Wealth Advisor Contributor
JPMorgan Chase is signaling a notable strategic shift that wealth advisors and RIAs should not overlook. In an environment where client acquisition is increasingly shaped by digital experience, pricing transparency, and early relationship-building, the firm is adopting tactics long associated with fintech disruptors to engage the next generation of investors.

Featured

The U.S. 30-Year Treasury Yield Has Decisively Moved Back Above 5%

The long end of the Treasury curve has re-entered territory that historically tightens financial conditions and challenges risk assets, and it is doing so at a moment when portfolio construction is already contending with multiple macro cr

After eBay's Surprise Merger Bid on GameStop, Burry Bails

There Appears To Be A Disconnect Between Elevated Market Levels And Persistent Global Instability

At this year’s Milken Institute Global Conference at the The Beverly Hilton, the familiar signals of capital and influence were once again on display—subtle markers of continuity in an environment otherwise defined by rapid change.

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Annuities Channel

Famed Annuity Hater Ken Fisher Invested Millions in Annuities

Ken Fisher is the founder and executive chairman of Fisher Investments, but you probably know him best for showering hatred upon annuities.

The Trust Advisor

New York Uncovers $1 Billion in Sackler Family Wire Transfers Before Perdue Bankruptcy

The transfers, some through Swiss accounts, were revealed in documents provided by an unspecified financial institution in response to a subpoena.

Washington Wire

Senate Democrat Unveils "Tax The Rich" Plan

Capital gains at ordinary income rates would shore up Social Security, Wyden says. He's also looking to close loopholes that UHNW households exploit.

Commentaries

Petroleum's Biggest One-Day Surge Ever

For oil markets, it’s the single worst sudden disruption ever, surpassing the loss of Kuwaiti and Iraqi petroleum supply in August 1990.

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FundFocus

Global Oil Stocks Are Approaching Their Lowest Level In Eight Years Says Goldman Sachs

Companies

Bizarre Moment At Berkshire's Annual Meeting Spotlights Cyber Risk

Washington Wire

Fed Dissenters Speak Out: 'The Next Rate Change Could Be Either A Cut Or A Hike'

FundFocus

Bill Ackman’s Pershing Square USA Sinks 16% After $5 Billion IPO

Practice Management

Change Could Be Coming to Quarterly Reporting Requirements - SEC Proposes New Rule

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