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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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.
May 20 -
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.
May 20 -
The mammoth coup far outpaces other recruiting deals of recent memory.
May 10 -
The federal banking regulator agrees that the former employees' claims against the failed regional bank don't belong in FINRA arbitration.
May 9 -
Industry experts who track comings and goings at large firms say the advisor staff figures often obscure more than they reveal.
May 4 -
The banking giant has already settled two other similar disputes with regulators.
May 2 -
Three advisory teams managing $10 billion in the San Francisco area are among an ongoing wave of departures from the biggest U.S. bank.
April 22 -
An industry recruiter said the Bank of America subsidiary has become almost "unhinged" with the amount of money it's willing to offer advisors it's recruiting.
April 19 -
The banking giant nonetheless saw strong growth in net new assets in the first quarter and a 14% jump in returns from asset management fees.
April 12 -
An expungement lawyer contends firms have an incentive to tar the reputation of departing brokers in an attempt to retain assets under management.
April 11
