JPMorgan Chase

Advisor Upside

Neuberger Berman Buys Stake in Mariner in Latest RIA Deal

Photo by AlainM47 via CC BY-SA 4.0

The deal is the latest example of major investments into the RIA space, with much of the funding coming from private equity.

2 min read

Photos by Ikechukwu Julius Ugwu and Nick Sarvari via Unsplash, Daveynin via CC BY 2.0, and Michael Vi via iStock

Advisor Upside

Big Brokers Beat Estimates in Strong Start to Earnings Season

JPMorgan Chase and Wells Fargo, among other banks and asset managers, beat analysts’ expectations in the third quarter.

1 min read
Photo by Wladyslaw via CC BY-SA 3.0

Advisor Upside

JPMorgan Wants In on the Great White North

The bank’s asset management arm has made two ETFs available on the Toronto Stock Exchange, and plans to grow staff in Canada.

1 min read
Photo via U.S. Patent and Trademark Office

Patent Drop

JPMorgan Patent Could Add Guardrails to AI in Banking

Given that AI systems can’t always be totally accurate, observing when they make mistakes could mitigate a lot of harm.

2 min read

Banking

JPMorgan to Open Nearly 100 Chase Branches in Low-Income Neighborhoods

Photo by Vxla via CC BY 2.0

JPMorgan Chase announced it will open nearly 100 brick-and-mortar locations in low-income inner-city and small-town American communities.

2 min read

Photo by Kārlis Dambrāns via CC BY-SA 4.0

International Economics

China Brings in Subsidies for Smartphones

On Friday, Beijing announced that a trade-in program that previously applied to big appliances and cars will now be widened to smartphones.

1 min read
Photo by David Vives via Unsplash

Private Equity

Will Private Equity Fuel a Big Year for IPOs?

As the New Year rolls in, Wall Street is preparing for a slew of listing announcements from private equity-backed firms.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Rawpixel via Freepik

Private Equity

All in the Franchise: Why Private Equity Loves the Business Model

It’s understandable if you failed to notice one meaty if unglamorous trend on Wall Street: Private equity’s love affair with franchising.

6 min read

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