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

by The Wealth Advisor Contributor
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

Change Could Be Coming to Quarterly Reporting Requirements - SEC Proposes New Rule

The SEC has introduced a proposal that could significantly reshape the cadence of corporate disclosures, with important implications for wealth advisors and RIAs who rely on timely financial data to guide clie

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

SEI's Collective Investment Trust Business Experiences Significant Growth

SEI announced today that its collective investment trust (CIT) business has surpassed $100 billion in assets under administration.

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FOMC preview: How optimistic is too optimistic for the US economy?

The Federal Reserve is running into a unique challenge as it kicks off its second policy-setting meeting of the year.

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5 tax hikes that may be coming under Biden: strategist

With a $1.9 trillion stimulus plan now under his belt, President Joe Biden and his administration are reportedly eyeing several tax hikes.

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Ray Dalio Says It’s Time to Buy Stuff Amid ‘Stupid’ Bond Economics

Dalio isn known for his disdain of holding cash amid rising money printing and inflation, but the billionaire investor now says bonds may be a bad bet as well.

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Fed Dissenters Speak Out: 'The Next Rate Change Could Be Either A Cut Or A Hike'

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