JPMorgan Chase
JPMorgan Chase is one of the largest and most complex financial institutions in the United States, with nearly $4 trillion in assets. It is organized into four major segmentsconsumer and community banking, corporate and investment banking, commercial banking, and asset and wealth management.
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The inquiry into Wells Fargo comes at a time when clients can often secure much better rates of return through money markets and certificates of deposit.
November 2 -
The stock sale would be the first such transaction for the longtime JPMC CEO during his 18-year tenure.
October 27 -
The mega bank predicts the traditional investing strategy will outperform both cash and inflation in the next 10 years.
October 19 -
Tens of billions of dollars in taxable assets on Raymond James' managed account platform will get upgraded tools by mid-2024, the firms say.
October 16 -
The banking giant also reported a whopping 36% increase in net income for its banking and wealth management unit.
October 13 -
The new offering will be only open to accredited investors and qualified clients.
October 10 -
Two financial advisors left JPMorgan Securities and one left Capital Group's high net worth unit for the fast-growing midsize firm.
October 5 -
Mary Callahan Erdoes, CEO of asset and wealth management at the megabank, says recent advancements in remote connectivity will lead to a "much better Wall Street than many of us grew up in." She urges women not to let newfound flexibility go away.
October 3 -
The Wall Street giant's private bank contends it had advised the plaintiffs against concentrating their money in risky investments.
October 2 -
The move comes amid the banking giant's push to increase its headcount of advisors working with ultrahigh net worth clients.
September 21