Bringing you live news and features since 2006 

Retirement

JP Morgan expands DC investment solutions team

RELATED TOPICS​

JP Morgan Asset Management has expanded its group of Retirement Business Directors (RBDs), adding to the existing team within the firm's Defined Contribution Investments Solutions (DCIS) group. 

The new RBDs will increase support for the growing segment of small- and middle-market financial advisors who are increasing their DC business by leveraging the firm's suite of retirement tools and investment solutions, including the JPMorgan SmartRetirement target date fund series, winner of Morningstar's 2014 Allocation Fund Manager of the Year award.

In addition to supporting the financial advisor community, the team will assist the DCIS group's record-keeping partners by working closely with their wholesalers in the field and by helping them to foster relationships with the firm's large network of industry professionals.

New RBDs Lada Eng, Leah Laurent, Niles Monica and Marta Rodriguez join current RBD Rob Couzzo, reporting to Daniel Dean, Executive Director, JP Morgan Asset Management. With approximately 60 years of combined experience, the team is responsible for providing superior service to current and potential clients across the Northeast, Ohio Valley, Southeast, Texas, Midwest and West Coast.
says
"We're continuing momentum, with nearly $32 billion invested in our SmartRetirement target date mutual funds and a commitment to supporting even more advisors in the DC space," said Michael Miller, Managing Director, JP Morgan Asset Management. "By expanding our team, we're well-positioned to address the growing needs of DC advisors, ultimately making a more positive impact on retirement outcomes across the country."

Latest News

BlackRock’s global ETP flows report for June finds a steady rise with USD128.1 billion added to global ETPs in June,..
Morningstar’s global ETF flows report for the first half of 2024 shows that actively managed ETFs have captured 25 per..
The surge in bitcoin ETF launches and funds flowing into the sector is transforming institutional investment in digital assets but..
LSEG Lipper’s latest research finds that the majority of actively managed funds and ETFs globally were not able to beat..

Related Articles

Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Andrea Busi, Directa SIM
Romain Thomas talks to Andrea Busi (pictured), CEO of Directa SIM, who explains why the online trading platform has just...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by