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JPMorgan's new affordable advice service lets investors call advisors as often as they want. Here's how it fits into exec Kristin Lemkau's plan to turbocharge the wealth business.

Por: Business Insider Business November 01, 2022

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JPMorgan launched a new program today that allows clients with as little as $25,000 in investible assets to get financial guidance from advisors via phone or video as often as they want.This new Personal Advisors channel is part of US wealth management CEO Kristin Lemkau's plan to expand digital offerings. In 2020, she hired Boaz Lahovitsky from Vanguard, where he led the investment manager's remote advice business, to build the... + full article



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