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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AssetMark: Who’s Courting Your High-Net-Worth Clients?

More than ever, money is in motion. Here are three ways to help maintain your hard-won clients and create a network to build your business.

Orion: What The HiddenLevers Acquisition Means

The acquisition puts Orion further along in what appears to be a plan to compete head-to-head with Envestnet and may challenge Riskalyze as well.

SEI Now Runs $100B In Collective Investment Trusts

Target date products for fund sponsors are the biggest factor in a 20% leap in AUA over the past year, with Nuveen and others jumping at the chance.

Dynasty Making Big Talent Grab As Independent M&A Accelerates

Recruiting staff from JPM, UBS and elsewhere validates the firm's aggressive post-COVID competitive posture, especially when it comes to advisor M&A.

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FundFocus

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

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Bizarre Moment At Berkshire's Annual Meeting Spotlights Cyber Risk

Model Portfolios + Strategists

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

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