JPMorgan drops proxy advisory firms in favor of AI platform

The company’s asset and wealth management business is completely cutting ties with proxy advisors, opting to build its own research and public company voting system. JPMorgan is the first bank to stop using firms such as Glass Lewis and ISS.

Commerce eyes wealth-management gains after sealing M&A deal

The Kansas City, Missouri-based bank completed its first bank acquisition in 12 years on New Year’s Day. Now it’s focused on retaining and growing FineMark Holdings’ high-net-worth clients in markets such as Southwest Florida, South Carolina and Arizona.