Articles tagged "J.P. Morgan"
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J. P. Morgan buys OpenInvest, after missing out on Parametric, which Morgan Stanley nabbed; it's more about ESG, less about direct indexing, firm says
The New York City money manager finally has a foothold in the ESG game, helping RIAs actively manage indexes, but it's footprint, starting out, is small.
June 29, 2021 at 6:29 PM
InvestCloud, a start-from-scratch Envestnet emulator and Jamie Dimon darling, gets cozier with Apex to better reach RIAs
Apex RIAs can now customize portfolios via InvestCloud, which JP Morgan has a stake in, perhaps creating a counterweight to back-end monolith Envestnet
July 19, 2017 at 6:50 PM
First Republic pays $20 minimum wage in an act of altruistic self-interest
Owner of a $83.6-billion RIA roll-up, the San Francisco-based bank reacts to tightening labor supply, political pressure and its own good cash flow
January 17, 2017 at 8:36 PM
Why a Miami breakaway trio sees no vice in leaving half-a-billion of client assets on JP Morgan's table
Element Pointe Advisors seek to ease HNW and UHNW client angst by watching their held-away assets
April 5, 2016 at 8:05 PM
JP Morgan gets a 39-page blasting of its corroded culture and ground lost to Silicon Valley robos -- authored by its CEO Jamie Dimon
The letter to shareholders by Wall Street's sultan shows uncharacteristic humility but some analysts question the missive's sincerity
May 28, 2015 at 6:41 PM
Just what damage was done -- or not -- by Bill Gross ranting in shades
The PIMCO leash is still pretty long, say RIAs, Morningstar analysts and others but the bond king needs to rethink how he manages the media in a hurry
June 24, 2014 at 5:25 AM
The two big moves Motif is making as Goldman Sachs and J.P. Morgan invest part of new $35-million raise
The San Mateo start-up online broker will take its act overseas and build out a smart beta effort with Dimensional Fund Advisors' hundreds of billion of AUM in mind
May 13, 2014 at 7:00 PM
How giant advice provider Financial Engines can sweep the 401(k) field -- or not
It has $53.7 billion of assets under its managed account platform, but how the new DOL disclosure rules, competition from Morningstar and Schwab's bet on GuidedChoice play out will be very telling
May 22, 2012 at 3:41 AM
Christopher Street Financial's president becomes the 'Talk of the Town'
The New Yorker magazine article capped a banner week for the head of an advisory practice that caters to the gay community
April 30, 2012 at 4:15 AM
Why some RIAs are jumping through hoops to custody assets with JPMorgan
After selling its RIA unit to RBC, its marquee name, sterling reputation and a new platform continues to draw advisors
April 19, 2012 at 3:14 PM
Former Morgan Stanley and UBS wealth management chief flirts with roll-up model then pivots to management consulting
John Straus knew there was a market for his expertise, but a funny thing happened on the way to becoming an aggregator
March 20, 2012 at 4:14 AM
Schwab gives investors seat at the table for new-issue municipal bonds with J.P. Morgan deal (updated)
San Francisco broker answers call of RIAs seeking to better serve retirement-minded Baby Boomers
