JPMorgan Seeks To Attract Investments Via New Wealth-Planning Tool LeapRate

JPMorgan Seeks To Attract Investments Via New Wealth-Planning Tool

This user engagement has created around a million financial plans, doubling those previously established in direct consultations with financial advisors. Kristin Lemkau, CEO of JPMorgan Wealth Management, emphasised the importance of planning in achieving personal financial goals, stating, "Planning helps people think about what they truly want in life. It's not just about wanting to…

March 27, 2017 BY Valentina Kirilova

Moneyfarm announces partnership with Allianz Global Investors

Digital wealth manager Moneyfarm just launched a partnership with Allianz Global Investors which will provide access to an active wealth management solution at institutional cost to UK employees of Allianz companies. This follows Allianz’s strategic investment in Moneyfarm, which was announced in September 2016. In an industry and European first, the two organisations have developed…

Tag: wealth management solution

JPMorgan Seeks To Attract Investments Via New Wealth-Planning Tool

Moneyfarm announces partnership with Allianz Global Investors

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