Articles tagged "Jamie Dimon"
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Two ex-J. P. Morgan top wealth management overlords debut Bento Engine by raising $1 million from RIA power influencers who see a micro-investment solving a macro RIA problem
Marty Bicknell, Andy Putterman, Kelly Waltrich and Shannon Eusey lead a list of RIA biz angels taking a shot at 'Life Numbers' -- a Vestorly-like model with its own 'secret sauce' and love from the CRM super-friends
June 22, 2022 at 8:19 PM
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
Axos Financial gets E*Trade RIA custody unit at $220-million discount from discount broker's 2018 price -- all but assuring it'll be accretive by 2023, its maverick CEO says
The Las Vegas banking company is paying just $55 million cash for $23 billion in RIA/TAMP assets and 200 relationships from the old Trust Company of America unit with ex-McKinsey Greg Garrabants leading the unlikely charge
April 27, 2021 at 11:04 PM
Jamie Dimon is late out of the gate, but vows to run twice as hard toward the RIA market, purchasing 55ip and advertising his hunger to buy more
The famed JPMorgan CEO scooped up a Boston-based model portfolio startup that has a very RIA book of business.
December 9, 2020 at 11:15 PM
In RIA custody milieu, Charlie Scharf's BNY Mellon exit for Wells Fargo is latest unforeseen vapor trail after Lisa Dolly, Tim Hockey, Terri Kallsen, Andy Gill and others fade into the firmament
The CEO-for-rent will face a monumental challenge turning around Wells Fargo, but perhaps not as bleak a landscape for profit margins; Is the RIA free ride coming to an end?
October 1, 2019 at 1:06 AM
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
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
JPMorgan breakaways make Page One of the New York Times after $9-billion loss puts spotlight on Dimon's bank
It's a familiar story of pushing proprietary product and advisors not going for it -- but under a sterling brand
July 9, 2012 at 5:23 AM
How JPMorgan's PR mojo downgraded a $3-billion PR typhoon to a five-day squall
Availability, self-criticism and starting from a position of credibility all helped short-circuit the relentless media laser
