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Jamie Dimon just received almost $56 million of JPMorgan Chase’s stock, before taxes, from an incentive program the bank valued at less than half that much just three years ago.
March 31 -
Along with PlannerDAO and a new certification, Adam Blumberg and Steven Larsen are hoping to formalize how the industry learns about cryptocurrencies.
March 30 -
Robert Sandrew considers himself a people person, which aids his ability to bring new talent to his firm. But finding the right fit is an ongoing process that evolves as quickly as the industry itself.
March 30 -
Large financial institutions are investing in technology to tap into the growing workplace wealth market.
March 29 -
Valuations are growing, but not as quickly. Brand is key. Size matters.
March 28 -
Here's what happened over the last week in wealth management.
March 27 -
CEO Bruce Van Saun said the bank wouldn’t search for deals as aggressively as it had last year, but Florida expansion remains a focus
March 25 -
David Miree will become global head of diversity, equity and inclusion for the New York megabank. He will succeed Brian Lamb, who will move into a new role in the firm’s commercial banking business.
March 22 -
Private equity firms Motive and Clearlake are buying the tech, which has about $6 trillion in assets on the platform.
March 22 -
The college graduate was about to embark on a career in live music event production in spring 2020 when COVID-19 changed his life trajectory.
March 21Integrated Financial Group