JPMorgan Chase

Even though Citizens lost its bid to acquire First Republic in 2023, it has recruited frequently from the now-defunct regional bank.

Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.

Zach and Barry Berg left the megabank for a newly rebranded advisory practice at the growing firm that now has 250 financial advisors and $38 billion in client assets.

Regulators accused the firm of misleading customers about fees and of not being upfront about conflicts of interest with its recommendations of mutual funds, private equity and other investments.

Before the injunction, Gary Carruthers is believed to have poached $24.3 million in client assets in breach of a nonsolicitation agreement.

JPMorgan reported a gain in net interest income for the third quarter, surprising many analysts.

The case is one of the latest to question if firms can be held liable for costly investment decisions made by clients showing signs of mental decline.

The wealth management giants join their rivals Wells Fargo, Morgan Stanley, UBS, LPL Financial and Ameriprise in being accused of using uninvested cash in advisory accounts to boost their bottom lines rather than benefit clients.

Chase has launched a generative AI tool that acts as a research analyst for the mega bank's employees, according to an internal memo viewed by Bloomberg.

The megabank saw a 15% increase in assets under management in its wealth management division in the second quarter.

David Kelly of JPMorgan thinks investors can safely navigate private markets — provided they work with the right managers.

Experts from Fidelity Investments, JPMorgan Asset Management and Brown Capital Management argue the answer is definitely "yes." Here's why.

As part of a broader leadership shakeup, JPMorgan Chase has tapped Sanoke Viswanathan to oversee its international wealth business following the departure of a longtime executive.

CEO Jamie Dimon has long contrasted Florida's business-friendly climate with his firm's native New York.

For more than half of U.S. households, retirement isn't a finish line. It's just a different phase of the marathon.

JPMorgan announced mandatory AI training for all new hires, aiming to save time and boost revenue.

One year after it bought First Republic Bank, the largest U.S. bank by assets is launching J.P. Morgan Private Client, a new tier in its affluent-consumer services that brings together JPMorgan's brand with First Republic's concierge model.

Executives at the megabank's annual Investor Day say artificial intelligence is already saving time by preventing advisors from "hunting and pecking" for market research.

Jamie Dimon, CEO of JPMorgan Chase, announced he will not be stepping down in the next five years, as the firm progresses with succession plans.

The mammoth coup far outpaces other recruiting deals of recent memory.