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Meister is guiding the company into the second phase of its transformation. Having honed its approach to ultra high net worth clients, it is now turning to a new segment — high net worth clients.
By Joel BergSeptember 27 -
One of the basic assumptions of the wealth management industry is that investing professionals should be based in the same cities as their clients. Gunjan Kedia asked her team at U.S. Bancorp to challenge that belief.
By Joel BergOctober 5 -
When Abigail Johnson, the chair and CEO of Fidelity Investments, was recently asked to advise those in the early stages of their career, she emphasized the core values that she and her firm have embraced for decades. "Don't doubt yourself. Keep at it. Stay looking ahead. Stay committed and stay true to yourself," she said.
By Joel BergOctober 5 -
The team at JPMorgan Chase's asset and wealth management division crunched the numbers on diversity at the end of 2021 and found that portfolio managers who are women and/or people of color manage 60% of the unit's assets.
By Joel BergOctober 5