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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JPMorgan’s Jamie Dimon is Worried About ‘Stickier Inflation and Higher Rates’

JPMorgan Chase (JPM) CEO Jamie Dimon said in a new shareholder letter that he is worried about a number of risks to a resilient US economy.

The Trust Advisor

Nobel Winner’s Heirs Feud Over His Tuscan Villa and Millions

Nobel Prize-winning Canadian economist Robert Mundell, often referred to as “father of the euro,” died at his palatial home in Italy without a will.

The Trust Advisor

6 Ways the Wealthy Build an Estate Plan

Estate planning is a crucial part of building generational wealth and creating a legacy. It can also be very complicated and overwhelming.

The Trust Advisor

Facing Mortality, More Americans Wrote Wills During the Pandemic

Americans wrote wills during the pandemic. Now, they're opting out.

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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