Phil Sieg

Head of Practice Management

Phil Sieg joined JP Morgan Wealth Management as Head of Practice Management in 2020 after a long career at Merrill Lynch. In his last role at Merrill he was the Head of the Ultra High Net Worth Segment and Strategy, which included the Private Banking and Investment Group as well as the Global Client Segment.

Practice management

Better training means happier advisors

Focusing on training is an effective way to reduce industry attrition rates, develop better financial advisors and help more Americans grow their wealth over time, says Phil Sieg.

By Phil Sieg

February 17

TRENDING

Tax

Can my client claim frozen embryos as dependents?

State supreme court rulings granting frozen embryos the same legal status as children will have major impacts on financial planning, writes an expert on estate planning and tax law.

By Sophia Duffy

27m ago
Industry News

Hybrid firm to acquire $2B RIA in first M&A deal

Signature Estate & Investment Advisors will accelerate its plan to reach $50 billion in client assets by 2027 by acquiring a Cleveland-based enterprise with 21 advisors.

By Tobias Salinger

1h ago
Professional development

CPA planners urge more tax pros to adopt wealth management

New financial planning questions on the accounting exam could attract more young people and encourage current practitioners to explore the burgeoning ties between the fields.

By Tobias Salinger

2h ago