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The outage hit the group’s Morcom electronic trading platform, which employees use to place orders on behalf of wealthy clients.
March 16 -
It’s a short move for the advisors; only four blocks separate their old office from their new digs.
March 4 -
The quintet is the latest to join the bank’s unit catering to wealthy clients.
February 18 -
The advisors join the bank following a major reorganization of its wealth management business.
February 3 -
The bank is an aggressive recruiter of HNW and UHNW talent.
January 17 -
The changes come a month after she was named CEO of the bank’s newly formed wealth management unit.
January 16 -
Supervisory failures at LPL Financial, J.P. Morgan Securities, Morgan Stanley, Merrill Lynch and Citigroup prevented assets from moving to beneficiaries on time.
December 27 -
The Chase Wealth Management and J.P. Morgan Securities operations will become one unit with $400 billion in assets.
December 12 -
Advisors keep fleeing the wirehouses but given a fair deal, established RIAs make a good landing pad, observers say.
November 7 -
It’s the sixth team to join JPMorgan Chase’s boutique brokerage in 2019.
October 31