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 deal values the robo advisor at close to $966 million, according to people familiar with the matter.
June 18 -
The company is making many employees sift through years of text messages on personal devices and set aside any related to work to ensure U.S. rules on keeping copies of business communications are met even after many months of remote work, according to people with knowledge of the situation.
June 11 -
DAFs come with a potential upfront tax deduction, allowing newly empowered investors to consolidate their giving flows, writes Tom Brilli.
June 9 -
The bipartisan ire was a reminder that the biggest banks still have to win over legislators on both sides of the aisle.
May 27 -
The firm serves UHNW clients, and the advisors embarked on a search in order to enable clients to have more access to private investments.
May 27 -
Lots of people bounce back, but Jeremy Barnum’s rise is an unlikely Wall Street tale.
May 26 -
Senator Elizabeth Warren and other critics plan to ask whether banks are prioritizing buying back stock and rewarding employees over supporting the real economy.
May 24 -
One of the new co-heads of consumer and community banking to succeed co-President Gordon Smith "is likely the ultimate next CEO of JPMorgan,” an analyst says.
May 19 -
Two advisors left their prior firm of 10 years after the bank’s wealth and asset management unit generated record net income in the first quarter.
May 18 -
The move by the nation’s largest bank is likely to be under close watch as state and federal authorities start to ease pandemic restrictions.
May 17