JPMorgan files ADV for launch of call-center RIA led by former Vanguard Group call center head with blunt disclosures about who gets to manage the assets
The New York City white-shoe wealth manager is finally branding mass market fiduciary advice from office space in Phoenix
Author Brooke Southall November 4, 2021 at 6:28 PM
Brian Patrick Murphy
November 4, 2021 — 8:10 PM
Another interesting development, but again conflicted to the point of being a non-starter when fees are considered. World needs non-conflicted, holistic advice at-scale, but that's not the direction any of these players are intent on going. More opportunities for others.
Related Moves
RIABlitz: Vanguard technology • Pontera rebounds • Ex-HiddenLever's exec success • BlackRock rocked • Vivek's crypto • WF dunks SF? • Betterment dry option• Vestwell poached
The RIA firehose of news is rife with tactical moves to shore up voids, play catchup and react to a new concept of political tailwinds
