Chase Wealth News Today

A senior director with FINRA told attendees at its annual conference AI-generated customer recommendations can still fall under the SEC's Reg BI rule.

The bank plans to add advisors across its wealth management units, with most new hires concentrated in its JP Morgan Advisors and Chase Wealth Management businesses.

Samantha Lee/Business Insider This story is available exclusively to Insider subscribers. Become an Insider and start reading now. The recruitment process for financial advisors leaving one firm to join another went fully digital this year, but there were still lots of big-ticket moves across the industry. UBS hired a team overseeing $9 billion from JPMorgans private bank, JPMorgan poached teams for its reorganized wealth business, and...