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Suit: J.P. Morgan Acted As 'Double Agent' with Cash Sweep Program

Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

AUGUST 26, 2024

REGULATORY

Suit: J.P. Morgan Acted As “Double Agent” with Cash Sweep Program

The lawsuit, which seeks a class action, was filed in New York federal court last week. It follows similar suits brought against UBS, Ameriprise and LPL Financial.

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RIA CHANNELS

$7.5B Americana Adds Managing Partner to International Unit

Javier Altimari, a former senior director and portfolio manager at Oppenheimer & Co., will be instrumental in building out Americana Partners International, the RIA’s new division serving international UHNW clients.

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ETFS

Next-Gen ETFs Buck Vanguard Effect With Fees Near Decade Highs

This year’s new ETFs rank among the most expensive of the decade.

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CLIENT RELATIONS

The Power of Brand for Financial Advisors

And why it's so hard to create one.

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