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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CPAlliance: Reinvestigate HSAs As A Retirement Planning Tool

With taxes set to go up, Health Savings Accounts offer an additional opportunity for retirement savers to build wealth and save for retirement.

SMArtX Adds Strategies From Fidelity, Russell, Indxx Cannabis And More

New models validate the platform's open investment architecture and aggressive growth trajectory: AUM is up 45% YTD as advisors embrace the future.

Orion's HiddenLevers Brings On A New $3 Billion Deployment

In just a matter of weeks after Orion announced its acquisition of HiddenLevers, a $3 billion platform signed on to use the firm's risk analytics.

Morningstar: Are Stocks Growing Fast Enough To Justify Valuations?

While a lot of recent attention has been devoted to the impact of interest rates, here we focus on another key input into any valuation model: growth.

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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