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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Annuities Channel

US life & annuity still faces challenges, says AM Best

Analysts have warned that the US life and annuity (L/A) sector still faces significant challenges despite weathering the COVID-19 pandemic so far.

Annuities Channel

What Are Annuities Really Worth to Retirees?

Annuities provide retirees with guaranteed lifetime income, which workers say they want, but they haven’t been embraced by investors.

Annuities Channel

Envestnet Expands Variable Annuity Program on Envestnet Insurance Exchange

Insurance Exchange Combines Technology, Data and Service to Deliver 'Annuities Made Easy' to Envestnet-Empowered Advisors.

Wall Street Steps Up Crypto ETF Push as SEC Verdict Unknown

Issuers across the $5.9 trillion U.S. ETF industry are racing to win approval for the first Bitcoin fund.

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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