The shuffle, halfway through Dimon's five-year retention package, included moving Jenn Piepszak to oversee the corporate and investment bank alongside Troy Rohrbaugh, according to a statement Thursday. Marianne Lake will be sole head of the consumer and community bank, which she has led alongside Piepszak since 2021.
It's a high-stakes change:
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Michael Kitces recently warned advisors about AI developers who promise their decision-making algorithm can beat the market. Software providers disagree, arguing advisors will one day need such AI tools.
Of all the social networks, LinkedIn may be the trickiest combination of social and professional. Here's how financial advisors get the most out of it.
A judge's opinion is likely to be cited in scores of arbitration cases in which ex-advisors say they are still owed money from big wealth management firms.
Axos Clearing partners with Envestnet to integrate Envestnet's managed account features into the Axos Clearing portal, streamlining portfolio management.
As Donald Trump returns to the White House, what changes can seniors — and their advisors — expect to America's oldest social program?
Target-date fund holders who invested through taxable accounts absorbed a giant capital gains distribution because of the firm's flub, the plaintiffs say.
