This week, RBC announced that the Pensato Slayne Group is joining its New York City branch from J.P. Morgan Wealth Management, where it oversaw nearly $1.2 billion in client assets. “After a ...

Later last month, Wells added advisor Gregg Lippert from Merrill Lynch in Frontenac, Missouri. Lippert oversaw more than $205 million in assets and produced more than $1.3 million in annual revenue at ...

Financial planning app WealthMore aims to advise non-affluent investors — especially women and people of color ...

J.P. Morgan Chase’s asset and wealth management division reported assets under management of $4 trillion as of Dec. 31, up 18% year over year from $3.42 trillion, and up only slightly from $3.9 ...

While many financial institutions have only recently begun exploring AI-driven investment strategies, Smart Wealth has been ...

Sarah Daya is an executive director and the Central Division lead for J.P. Morgan Wealth Management's Wealth Planning and Advice team. She and her team are responsible for wealth planning ...

Former First Republic executive Dave Breslin has been quietly building General Catalyst’s wealth business over the last year ...

The larger of the teams, Venetos Wealth Partners in N.Y., formerly with J.P. Morgan Wealth Management, managed $500 million in client assets. Led by Managing Director and private advisor Jim ...

Cook Wealth LLC raised its stake in JPMorgan Chase & Co. (NYSE:JPM) by 8.9% during the 4th quarter, according to its most ...

BMO has announced the addition of three new financial advisors to BMO U.S. Wealth Management, based in Los Angeles and ...

J.P. Morgan analyst Angeliki Bairaktari maintained a Hold rating on Schroders (SDR – Research Report) today. The company’s shares opened today ...