Trader Talk

The wealthy Florida grandmother who accused her two grandsons of mishandling her money while working at JPMorgan Chase apparently has a soft heart. Beverley Schottenstein, 94, has waged high-profile battles with the Wall Street bank and her financial advisors there — her grandsons, brothers Evan Schottenstein and Avi Schottenstein— for allegedly abusing their fiduciary duty
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Trading software AdvisorPeak has introduced new functionality that will let independent financial advisors buy, trade and manage cryptocurrencies on behalf of clients alongside traditional portfolio holdings. Prime Trust, an API-based custody and clearing firm that specializes in digital assets, will provide custody services as well as payment processing, tax reporting, asset liquidity, transaction settlements and
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A former JPMorgan Chase executive who managed private client advisor teams with billions of dollars in client assets and led a diverse broker recruiting program has launched her own practice with Carson Group. Sixteen months after financial advisor Jacqueline Campbell left her prior firm to begin building Chicago-based Alexander Legacy Private Wealth Management, she selected
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Your bosses really care about you, right? A glimmer of light is finally emerging from some banks, with Barclays picking up the baton on being kinder to staff from Citigroup’s new boss Jane Fraser, who appears to believe that working smarter might be better than the work-til-you-drop culture that dominates Wall Street. Barclays says analysts
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