House of Morgan

Morgan Stanley at Work Creates Powerful Retirement Recordkeeper Value Proposition for Plan Sponsors Through Partnership with Vestwell

Retrieved on: 
Wednesday, July 21, 2021
Professional services, Insurance, Human resources, Finance, Consulting, Banking, House of Morgan, Strategic management, Mitsubishi UFJ Financial Group, Morgan Stanley, Subprime mortgage crisis, Financial services, Finance, Value proposition, Banks, Vestwell Holdings, Inc., Morgan Stanley, VESTWELL HOLDINGS, INC., MORGAN STANLEY

This is truly a win-win for the marketplace, creating a value proposition that is hard to beat.

Key Points: 
  • This is truly a win-win for the marketplace, creating a value proposition that is hard to beat.
  • In addition to the commercial business relationship with Vestwell, Morgan Stanley also made a strategic investment in the firm during Vestwells recent Series C financing round.
  • Morgan Stanley at Work Retirement Solutions offers a flexible, multi-provider recordkeeper platform designed to meet the individual needs of companies.
  • Morgan Stanley at Work combines cutting-edge benefits software, Morgan Stanley intellectual capital and financial education delivered through multiple channels to enable employees to build a holistic plan to achieve their financial goals.

JPMorgan Chase Survey: Business Leaders’ Optimism, Growth Expectations Soar Past Pre-Pandemic Levels

Retrieved on: 
Monday, July 19, 2021
Finance, Banking, Professional services, Small business, Human resources, Finance, JPMorgan Chase, House of Morgan, Financial services, Banking, Chase Bank, Bank, JPM

In line with these growth plans, nearly 4 in 10 businesses (38%) expect an increase in credit needs for the remainder of 2021.

Key Points: 
  • In line with these growth plans, nearly 4 in 10 businesses (38%) expect an increase in credit needs for the remainder of 2021.
  • After enduring the challenges of the last year and a half, businesses are feeling overwhelmingly positive about whats ahead, said Jim Glassman, head economist, JPMorgan Chase Commercial Banking.
  • Other challenges cited by business leaders include uncertain economic conditions and sustaining revenue and sales growth.
  • JPMorgan Chase Commercial Banking is a business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $3.7 trillion and operations worldwide.

JPMorgan Chase Declares Preferred Stock Dividends

Retrieved on: 
Thursday, July 15, 2021
Banking, Professional services, Finance, Finance, House of Morgan, Financial services, JPMorgan Chase, Banking, Chase Bank, JPM

JPMorgan Chase & Co. (NYSE: JPM) (JPMorgan Chase or the Firm) has declared dividends on the outstanding shares of the Firms Series DD, EE, GG, JJ, KK & LL preferred stock.

Key Points: 
  • JPMorgan Chase & Co. (NYSE: JPM) (JPMorgan Chase or the Firm) has declared dividends on the outstanding shares of the Firms Series DD, EE, GG, JJ, KK & LL preferred stock.
  • JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America (U.S.), with operations worldwide.
  • JPMorgan Chase had $3.7 trillion in assets and $286.4 billion in stockholders equity as of June 30, 2021.
  • Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com .

J.P. Morgan Defined Contribution Survey Reveals Plan Participants Stayed the Course During COVID-19, But Still Want More Help to Plan for Retirement

Retrieved on: 
Thursday, July 15, 2021
Finance, House of Morgan, Financial services, Banking, Primary dealers, JPMorgan Chase, Chase Bank, Subprime mortgage crisis

"The pandemic highlighted the need to be prepared for the unexpected, with emergency savings accounts prioritized by participants, particularly among younger individuals.

Key Points: 
  • "The pandemic highlighted the need to be prepared for the unexpected, with emergency savings accounts prioritized by participants, particularly among younger individuals.
  • Plan sponsors can play a key role in helping participants balance their emergency savings needs with support to help them across the retirement finish line."
  • In January 2021, J.P. Morgan Asset Management partnered with Greenwald Research, a market research firm based in Washington, D.C., to conduct an online survey of 1,281 defined contribution plan participants.
  • J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co., and its affiliates worldwide.

Chase Teams up With Tock to Support Local Restaurant Recovery With New Customer Offer

Retrieved on: 
Wednesday, July 14, 2021
Professional services, Retail, Restaurant, Bar, Small business, Finance, Banking, Accounting, Economy, Business, Articles, Business models, House of Morgan, Chase Bank, JPMorgan Chase, Rockefeller family, Subscription business model, Bank, Fee, Small business, Tock, Chase, TOCK, CHASE

Chase and Tock today announced a new offer for Chase restaurant clients on Tock to support restaurant and hospitality small businesses as they recover from the pandemic.

Key Points: 
  • Chase and Tock today announced a new offer for Chase restaurant clients on Tock to support restaurant and hospitality small businesses as they recover from the pandemic.
  • Current Chase Business Banking customers who enroll in the Tock Plus plan with their business checking account will receive one month free, and $1,000 to put towards future fees.
  • Those already on Tock with a Chase business checking account linked will receive $1,200 to use towards subscription fees.
  • As more local businesses quickly reopen, this new offer will help remove barriers including access to service tools and support small business growth.

Surge Appoints New Strategic Advisor, Mr. Chip Richardson from Wedbush Securities

Retrieved on: 
Thursday, July 15, 2021
Finance, Financial services, Banks, House of Morgan, Brokerage firms, Primary dealers, Subprime mortgage crisis, UBS, Dean Witter Reynolds, Morgan Stanley, Wedbush Securities, Paine Webber

Chip Richardson is a life-long banker and currently has the role of Assistant Vice President, Investments for Wedbush Securities in Lake Oswego, Oregon, a suburb of nearby Portland, Oregon.

Key Points: 
  • Chip Richardson is a life-long banker and currently has the role of Assistant Vice President, Investments for Wedbush Securities in Lake Oswego, Oregon, a suburb of nearby Portland, Oregon.
  • From the age of fourteen, Chip began investing in the stock market, and it soon became clear that he was destined for a career in Finance.
  • Economics), Chip was first hired by Dean Witter Securities, now Morgan Stanley, as a Financial Advisor.After Dean Witter, Chip worked at Paine Webber, now UBS, before joining Wedbush in 1999.
  • Wedbush Securities is the Largest New York Stock Exchange member firm in western USA in addition to the largest market maker on the Pacific Stock Exchange.

Surge Appoints New Strategic Advisor, Mr. Chip Richardson from Wedbush Securities

Retrieved on: 
Thursday, July 15, 2021
Finance, Financial services, Banks, House of Morgan, Brokerage firms, Primary dealers, Subprime mortgage crisis, UBS, Dean Witter Reynolds, Morgan Stanley, Wedbush Securities, Paine Webber

Chip Richardson is a life-long banker and currently has the role of Assistant Vice President, Investments for Wedbush Securities in Lake Oswego, Oregon, a suburb of nearby Portland, Oregon.

Key Points: 
  • Chip Richardson is a life-long banker and currently has the role of Assistant Vice President, Investments for Wedbush Securities in Lake Oswego, Oregon, a suburb of nearby Portland, Oregon.
  • From the age of fourteen, Chip began investing in the stock market, and it soon became clear that he was destined for a career in Finance.
  • Economics), Chip was first hired by Dean Witter Securities, now Morgan Stanley, as a Financial Advisor.After Dean Witter, Chip worked at Paine Webber, now UBS, before joining Wedbush in 1999.
  • Wedbush Securities is the Largest New York Stock Exchange member firm in western USA in addition to the largest market maker on the Pacific Stock Exchange.

Charles & Colvard Forms Strategic Banking Relationship with JPMorgan Chase

Retrieved on: 
Tuesday, July 13, 2021
Finance, House of Morgan, Financial services, Banking, JPMorgan Chase, Chase Bank, Bank

This broad-ranging banking relationship provides a foundation for the Company to solidify its financial objectives and a basis to expand its financial capabilities going forward.

Key Points: 
  • This broad-ranging banking relationship provides a foundation for the Company to solidify its financial objectives and a basis to expand its financial capabilities going forward.
  • "We value JPMorgan Chase's banking expertise and can tap into their creative solutions for all of our financial and banking needs.
  • "By aligning with a global financial firm like JPMorgan Chase, Charles & Colvard gains access to our global banking platform, expertise in e-commerce, and innovative banking solutions, to help fuel their momentum," said Leon Chisolm, Commercial Banking Market Executive for the Triangle region.
  • Consumers seek Charles & Colvard fashion, bridal and fine jewelry because of its exceptional quality, incredible value and shared beliefs in environmental and social responsibility.

JPMorgan Chase Reports Second-Quarter 2021 Financial Results

Retrieved on: 
Tuesday, July 13, 2021
Banking, Professional services, Finance, Finance, Financial services, Money, House of Morgan, JPMorgan Chase, Primary dealers, Chase Bank, Investment banking, Bank, One Equity Partners, Bear Stearns

JPMorgan Chase & Co. has released its second-quarter 2021 financial results.

Key Points: 
  • JPMorgan Chase & Co. has released its second-quarter 2021 financial results.
  • JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America (U.S.), with operations worldwide.
  • JPMorgan Chase had $3.7 trillion in assets and $286.4 billion in stockholders equity as of June 30, 2021.
  • The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management.

Morgan Stanley Private Credit and Onex Falcon Complete Investment in CSS Corp

Retrieved on: 
Thursday, July 8, 2021
Banking, Other Professional Services, Professional services, Finance, Finance, House of Morgan, Primary dealers, Investment banks, Banks, Mitsubishi UFJ Financial Group, Morgan Stanley, Subprime mortgage crisis, Onex, Morgan Stanley Private Credit, Onex Falcon, Capital Square Partners, CSS Corp, MORGAN STANLEY PRIVATE CREDIT, ONEX FALCON, CAPITAL SQUARE PARTNERS, CSS CORP

Morgan Stanley Private Credit and Onex Falcon recently announced the completion of their investment in CSS Corp , a global customer experience and technology services provider.

Key Points: 
  • Morgan Stanley Private Credit and Onex Falcon recently announced the completion of their investment in CSS Corp , a global customer experience and technology services provider.
  • Bill Gassman, Executive Director of Morgan Stanley Private Credit, said, "We are pleased to partner with Capital Square Partners, Onex Falcon and the executive management team of CSS Corp in this exciting investment.
  • Sanjay Chakrabarty, Managing Partner of Capital Square Partners, said, "We welcome the investment of Onex Falcon and Morgan Stanley Private Credit in CSS Corp, alongside our investment in the company.
  • Morgan Stanley Private Credit, part of Morgan Stanley Investment Management, is a private credit platform focused on direct lending and opportunistic private credit investment in North America and Western Europe.