JPMorgan Bets on New Wealth Planning Tool to Draw Investments

March 27, 2024

By Tatiana Bautzer NEW YORK (Reuters) – JPMorgan Chase seeks to expand the reach of its wealth management business and bring in more investments by offering a new planning tool to its 54 million Chase retail customers. The Wealth Plan tool has about 10 million users, said Sam Palmer, the general …

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