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 ...

Inman Jager Wealth Management LLC purchased a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, ...

Absher Wealth Management LLC trimmed its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 10.6% during the fourth quarter, ...

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 ...

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 ...

The asset manager has appointed a former Netwealth executive to lead its high-net-worth individuals and family offices ...

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

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