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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Washington Wire

This is The Best Election Outcome for Markets

Trump or Biden: Who will be better for the economy, for corporate profits, and for stock market returns?

Tesla's Current Valuation Risks Depreciation

Tesla's valuation is currently inflated, presenting substantial risks of depreciation, as highlighted by hedge fund investor Per Lekander.

Washington Wire

Janet Yellen Delivers a Stern Message for China's Policymakers

U.S. Treasury Secretary Janet Yellen carried a stern message for China's policymakers: the current scale of production is unsustainable.

McKinsey is Paying Some Managers up to 9 Months Salary to Leave

McKinsey is paying some managers up to 9 months salary to leave—Here’s when it makes sense to take the money.

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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

Washington Wire

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

Model Portfolios + Strategists

After eBay's Surprise Merger Bid on GameStop, Burry Bails

FundFocus

Bill Ackman’s Pershing Square USA Sinks 16% After $5 Billion IPO