This article is part of a series of special reports appearing in the March 21, 2022, edition of InvestmentNews. Unmonitored messaging apps are cropping up quickly at wealth management firms as advisers return to office life and reshape how they interact ...

The Great Resignation is turning into a great myth for one Wall Street bank. Morgan Stanley chief James Gorman says the firm has seen relatively few departures in the wake of the pandemic, and certainly nothing like the trend that’s ...

Financial firms must ensure their compliance programs keep pace with emerging technologies such as text messaging, SEC officials said Wednesday. Last month, the Securities and Exchange Commission ordered JPMorgan to pay $125 million for failing to keep track of employee ...

JPMorgan Chase & Co. agreed to take a 49% stake in Greek payments firm Viva Wallet, the latest in the bank’s streak of acquisitions and investments as it seeks to stay ahead of the competition. The deal is subject to ...

Goldman Sachs Group Inc., one of Wall Street’s fiercest champions of returning its staff to offices, is asking U.S. employees to work from home if they can until Jan. 18 as Covid-19 surges nationwide. Goldman’s reversal comes after most of ...

A JPMorgan Chase & Co. financial adviser lost the first round in an unusual public spat with the firm over her allegations that private bankers in a different unit have been “ruthlessly” poaching her clients since she joined last year. ...

Jamie Dimon had a pair of surprises when he dialed into a conference call with a group of JPMorgan Chase & Co.’s wealth advisers: He was at Windsor Castle, and oh, he’s boosting their compensation. The largest U.S. bank is ...

JPMorgan Chase & Co.’s dealmakers posted their best quarter yet, riding what’s on track to be a record year for mergers and acquisitions.  Fees from advising on deals almost tripled in the third quarter, crushing analysts’ estimates and helping to ...

JPMorgan Chase & Co. signed a pledge to align its lending and investment portfolios with net-zero emissions by 2050, joining more than 40 rival financial firms in the Net-Zero Banking Alliance. Companies including Morgan Stanley, Citigroup Inc. and UBS Group ...

JPMorgan Chase & Co. bought college financial-planning platform Frank, the latest in a string of acquisitions the largest U.S. bank has made this year to compete with both big technology firms and fintech upstarts.  Frank will help JPMorgan bolster its ...