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.

Featured

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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RIA Knowledgebase

Model Portfolios See Greater Usage Among Advisory Firms

A majority of advisory firms in the U.S. and Canada are looking to model portfolios to manage a greater share of discretionary assets.

RIA Knowledgebase

How RIAs Can Gain A Competitive Advantage In The M&A Game

The same strategies that differentiate a firm and its advisors so clients pick it also differentiate it so M&A acquirers pick it.

RIA Knowledgebase

SEC Releases Its 2021 Exam Priorities

These priorities reflect certain practices and products that may present more risk to investors and/or the integrity of the U.S. capital markets.

RIA Knowledgebase

Time's running out on PPP loans, but RIAs have other options

Execs from Live Oak Bank and DeVoe & Co. discuss SBA and other loans available for financial advisors.

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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'

Model Portfolios + Strategists

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

FundFocus

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