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 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.
October 7 -
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.
August 27 -
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.
July 26 -
The megabank saw a 15% increase in assets under management in its wealth management division in the second quarter.
July 12 -
David Kelly of JPMorgan thinks investors can safely navigate private markets — provided they work with the right managers.
July 3 -
Experts from Fidelity Investments, JPMorgan Asset Management and Brown Capital Management argue the answer is definitely "yes." Here's why.
July 2 -
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.
June 26 -
CEO Jamie Dimon has long contrasted Florida's business-friendly climate with his firm's native New York.
June 24 -
For more than half of U.S. households, retirement isn't a finish line. It's just a different phase of the marathon.
June 3 -
JPMorgan announced mandatory AI training for all new hires, aiming to save time and boost revenue.
May 21 -
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.
May 20 -
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.
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