JPMorgan Chase & Co.

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  1. Articles

    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.

  2. Articles

    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.

  1. Articles

    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.

  2. Articles

    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.

  3. Articles

    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.

  4. Articles

    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.

  5. Articles

    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.

  6. Articles

    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.

  7. Articles

    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.)

  8. Articles

    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.

  9. Articles

    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.

  10. Articles

    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.

  11. Articles

    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.

  12. Articles

    Ex-JPMorgan Chase broker charged with stealing $20M from clients

    Allegedly was investing in municipal securities, but pocketed money instead

  13. Articles

    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?