JPMorgan Chase & Co.
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Gen X lags boomer generation in retirement savings: Study
Younger adults can't use their parents' generation as a sound template for their retirement savings.
Active fund managers took it on the chin in the third quarter
Breakfast with Benjamin: The third quarter was not kind to active fund managers, with two-thirds unable to beat their benchmarks.
First Goldman Sachs ETFs are cheaper than some from Vanguard
New ActiveBeta funds, which try to beat the market, give Goldman a foothold in ETFs.
Top bond manager overseeing billions at J.P. Morgan takes leave
Douglas S. Swanson, a top portfolio manager at J.P. Morgan with responsibility over nearly $52 billion in mutual fund assets, will take a leave of absence starting Oct. 1.Mr. Swanson manages the $29 billion J.P. Morgan Core Bond Fund (PGBOX) and heads the firm's U.S. Value Driven fixed income team.
Successful go-anywhere bond funds kept bets in check – but was performance due to skill or luck?
New analysis suggests the difference between top and bottom unconstrained funds was Treasury exposure and the effectiveness of the manager's market timing.
Advisers who fled Pimco Total Return pay a price in 2015
Funds that won money from Pimco lag Bill Gross' replacements this year, but advisers say it will take more than a few months of outperformance to win back their business.
Ex-JPMorgan banker partnered with his dad in a multi-year insider-trading ring
Breakfast with Benjamin The banker was caught sharing insider information with his dad, who then used golf jargon to try and disguise the scheme.
Crashing commodity prices will give the Fed one more reason to not raise rates
Breakfast with Benjamin: Crashing commodity prices are real, and the result might be another delay to the Fed's rate hike.
Donald Trump's investment portfolio a messy hodgepodge: advisers
Advisers say the presidential hopeful and real estate mogul's investments reveal a scattered approach to money management. (See the top five fund companies holding Mr. Trump's money.)
Edward Jones' proprietary funds are outselling nearly all active managers
Firm has raised $8.1 billion for its seven Bridge Builder funds this year as it moves money from its fee-based platform.
Massachusetts' Galvin to investigate alternative fund sales by advisers
Sales of 25 top 'liquid alts' mutual funds will come under greater scrutiny from the state regulator.
J.P. Morgan turns to Schwab to sell passive funds
J.P. Morgan Asset Management, the top-selling stock-picking fund manager for the past two years, is getting help selling its index-tracking ETFs from Charles Schwab.
15 years later, Nuveen Investments gets a go-ahead on ETFs
Money manager's rebooted efforts to sell ETFs get a nod from the Securities and Exchange Commission.
Ex-JPMorgan Chase broker charged with stealing $20M from clients
Allegedly was investing in municipal securities, but pocketed money instead
Dividend stocks might be a better than annuities for income investors
Breakfast with Benjamin: Could dividend stocks actually be a better deal than an annuity for income investors?