Fiduciary Delay Puts JPM Wealth Management Client Dump On Hold

4/12/2017

Ed. Note: This article first appeared in Bloomberg JPMorgan is delaying a plan to move some wealth-management clients to a self-directed platform as the bank awaits word on whether the Trump administration will revise or scrap higher standards for brokers. The lender had told some customers who currently have human advisors they would be moved to a system