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

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.

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Shareholder of Delfin Buys Out Siblings

Shareholders of Delfin—the controlling vehicle behind EssilorLuxottica—have approved a transaction valued at approximately €10 billion that would materially reshape the ownership structure of one of Europe’s most influential family-control

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

Microsoft Founder Bill Gates Reveals Who Will Inherit His USS 200 Billion Fortune?

(MSN) - Microsoft co-founder Bill Gates recently revealed what he intends to do with his massive $200 billion fortune and it's not for his children.

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The Trust Advisor

Who Gets Your Digital Assets? Hackers?

A bank or brokerage can't just take your money when you die.

Seven U.S. states, District of Columbia sue to block SEC rule change

The rule would allow brokers to recommend products that benefit them as long as they disclose the conflict.

'Bad things could happen': Turning to tech to tame the crypto jungle

Even sending a simple sell message via Skype, Slack, or WhatsApp illustrates the casual and often chaotic nature of cryptocurrency dealmaking.

“Advisors” are Smart, “Brokers” are NOT Trustworthy, According to new Survey

According to a new paper from Derek Tharp, assistant professor of finance at the University of Southern Maine, clients equate advisors more closely with doctors or lawyers, while brokers

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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

Model Portfolios + Strategists

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