“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.
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The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.
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Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
9h ago -
Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
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The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
April 26 -
The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
April 25 -
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
April 25