The bank refocused around wealth management a decade ago and pared back its investment bank, flying under the radar while rival Credit Suisse suffers.
Despite payout rates and branding campaigns that suggest higher levels of support for advisors, wirehouse firms have fallen short of expectations.
Beyond technology, 13 years of conversations with clients as a wealth management influencer have made apparent 3 main strategies for better ROI data.
Mary Erdoes of JPM says it can take 2-3 years to master a subject if you really push. Meanwhile Goldman Sachs is worried about burnout.