Work from home

The move follows a mandate last week from JPMorgan Chase CEO Jamie Dimon, seeking to return his workforce in rotations from early July.

While some jobs such as trading are more suited for an office setting, CEO Bill Stromberg says technology and programming roles can be better handled remotely.

JPMorgan’s CEO said in a memo that he expects “all U.S.-based employees will be in the office on a consistent rotational basis” by early July.

While it’s good that firms are addressing mental-health concerns, Marcus Ashworth writes that temporary fixes don't get to the nub of the culture problem.

Industry veterans are hoping that COVID brings about lasting change, while welcoming the return of some ancient finance traditions.

Virtual training and orientation, including any licensing needed, will begin in July.

Employees indicated they want more personal time and women in particular have sought greater flexibility to work remotely, its co-head of wealth management says.

The vaccine rollout may not be happening as fast as we’d like, but an end to the worst of the pandemic is on the horizon. Is your firm ready for it?

Unexpected windfalls and limitations may accrue to WFH clients — and their financial planners.

Tax professionals are starting to hear questions from their clients ahead of the official start of tax season about a variety of issues related to COVID-19.

The work-from-home phenomenon has triggered a fresh frustration for U.S. corporations: Americans are blowing the whistle on their employers like never before.

The firm has about 200,000 staffers doing their jobs from home, a spokesman said.

With COVID-19 cases soaring, a growing number of banks, including JPMorgan Chase, U.S. Bancorp and Capital One, have pushed back target dates for bringing employees back to offices. Some are even allowing them to work from home indefinitely.

With vast numbers of clients working outside the office, practitioners are advising care.

From Zoom to Skype to WhatsApp, bankers are often encouraged by clients to connect on platforms that are hard to vet.

CEO John Ettelson's comments differ from those of executives at some major banks.

The industry has long talked about embracing digital technology — but the time for talk may be over.

More than 40% of Black and Hispanic adults say they have used money from a savings or retirement account to pay their bills since the outbreak began, a survey finds.

The majority of planners intend to work remotely at least one day per week through 2021.

Unnerving as this COVID-19 year has been, the massive shift to virtual business has propelled planners to work even more efficiently with clients.