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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When "Meme Stock" Mania Spreads To The Index Funds

Around 68% of the $14.5 billion iShares MSCI USA Momentum Factor ETF had to be changed because of the huge market rotation roiling the market lately.

Gundlach Feels Inflationary Shock Personally As Summer Heats Up

According to Gundlach, DoubleLine's model suggests inflation "is probably going to go higher in the next couple of months" and might peak in July.

Why Mark Mobius Hates Crypto And Crude Oil (But Loves Tech Right Now)

Veteran investor Mark Mobius, often called Dr Doom, sees opportunities in the global stock market even as the emerging world is battered by COVID.

How Cathie Wood Racked Up $250 Million Picking Hot Stocks

So, how did she get so rich? Here’s a look at her investment philosophy and how she and her team pick disruptive innovators like Tesla and Zoom.

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FundFocus

Global Oil Stocks Are Approaching Their Lowest Level In Eight Years Says Goldman Sachs

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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