“We are thrilled that the state of New York has selected J.P. Morgan for this important assignment, and believe that our relationship with the adviser community, our expertise and broad range of investment products, and our presence in and commitment to New York makes us uniquely positioned to help New Yorkers save for their children’s college education,” said George Gatch, CEO of J.P. Morgan Investment Management Americas.
Investsuite's Storyteller Suite delivers quarterly results as a PDF, video or podcast — with a hero, a villain, and a structure designed to upgrade advisor-client conversations.
Reviewing the IRS' long list of eligible expenses with clients can reveal hundreds or even thousands of dollars in annual costs previously paid out of pocket, one advisor said.
Brooke Pilant, who was at Ameriprise from 2017 to 2024, accused the firm of turning against her after she raised concerns about "unethical practices."
Although there are advisors who suggest steering clear, there are times when clients might benefit from using a checkbook IRA to invest in alternative assets.
As large wealth managers struggle to retain advisors seeking greater independence, Wells Fargo has taken a distinct approach with its FiNet channel. But is the loss of profit margin worth the retention gains?
On June 30, the SEC asked for public comments on the regulator's proposed amendments to novel ETFs. About a week in, responses tilt to a hard "no thank you."
