Student Achievement and School Accountability Programs

Raymond James Selects J.P. Morgan Asset Management's 55ip to Enhance its Managed Accounts Platform with Integrated Tax Management Technology

Retrieved on: 
Monday, October 16, 2023
UMA, JPMorgan Chase, Partnership, NYSE, Acquisition, RJF, J. P. Morgan, Unified managed account, Student Achievement and School Accountability Programs, Mutual fund, SMA, Financial adviser, Cryptocurrency

NEW YORK, Oct. 16, 2023 /PRNewswire/ -- J.P. Morgan Asset Management and 55ip today announced that Raymond James Financial (NYSE: RJF) will integrate 55ip's cutting edge tax management technology across its managed account platform.  The enhancements will make tax-smart transition, rebalancing and ongoing tax-loss harvesting available to Raymond James managed accounts users.  Raymond James expects the enhancements to take effect mid-2024.

Key Points: 
  • NEW YORK, Oct. 16, 2023 /PRNewswire/ -- J.P. Morgan Asset Management and 55ip today announced that Raymond James Financial (NYSE: RJF) will integrate 55ip's cutting edge tax management technology across its managed account platform.
  • The enhancements will make tax-smart transition, rebalancing and ongoing tax-loss harvesting available to Raymond James managed accounts users.
  • Raymond James Managed Account Programs provides Unified Managed Accounts (UMA), Separately Managed Accounts, (SMA) and Mutual Fund and ETF Model Portfolio offerings.
  • For Raymond James, 55ip's tax technology will be delivered through deep integration with Raymond James' managed account technology provider, InvestCloud.

BBB National Programs' Privacy Watchdog Issues Compliance Warning Regarding Consent for Interest-Based Advertising

Retrieved on: 
Tuesday, June 21, 2022
Advertising, Digital, Privacy, Industry, Student Achievement and School Accountability Programs, View, DAA, Compliance, Council, Digital Advertising Alliance of Canada, DAAP, IBA, Multimedia, Collection, Accountability, Online shopping

MCLEAN, Va., June 21, 2022 /PRNewswire/ -- BBB National Programs' data privacy watchdog, the Digital Advertising Accountability Program (DAAP), has issued a new compliance warning against the practice of inferring consent from a consumer's passive use of a product or service following a notice of interest-based advertising (IBA).

Key Points: 
  • MCLEAN, Va., June 21, 2022 /PRNewswire/ -- BBB National Programs' data privacy watchdog, the Digital Advertising Accountability Program (DAAP), has issued a new compliance warning against the practice of inferring consent from a consumer's passive use of a product or service following a notice of interest-based advertising (IBA).
  • DAAP monitors online and mobile advertising, enforcing the Digital Advertising Alliance's (DAA) Self-RegulatoryPrinciples, which provide a baseline for consumer data privacy regarding digital ads.
  • In other cases, however, the DAA Principles require companies to obtain consumers' consent before engaging in IBA.
  • About BBB National Programs:BBB National Programs is where businesses turn to enhance consumer trust and consumers are heard.