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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Kevin O’Leary: Every Investor Should Diversify Into Startups

Shark Tank fixture says crowdfunding rules now make a 10% allocation to venture capital feasible even for retail investors while stocks and bonds sag.

Dalio Versus Gundlach: Taking On The Bond King

Ray Dalio isn't excited about bonds when China pays 3% a year. All Gundlach can say in response is to take a longer view and swallow pain meanwhile.

Washington Wire

Larry Summers: Worst U.S. Macroeconomic Policy in 40 Years

Summers points the finger at both Democrats and Republicans for creating "enormous" and irresponsible fiscal risks as the economy recovers.

Goldman, JPMorgan And More Sound Inflation Alerts

Bloomberg solicited the views of top money managers on their make-or-break hedging strategies ahead of a return to a world where inflation matters.

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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

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