#affluent-clients

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SF real estate
fromwww.housingwire.com
4 days ago

C2 Financial's Urwin on reverse mortgage broker-lender evolution

New lender agreements are enhancing broker protections, but the reverse mortgage market must attract new borrowers beyond refinances.
#jpmorgan-chase
NYC startup
fromBusiness Insider
10 months ago

JPMorgan is expanding an initiative to woo more wealthy clients

JPMorgan Chase is opening 14 new financial centers focused on attracting wealthy clients with minimum investments of $750,000.
NYC startup
fromBusiness Insider
10 months ago

JPMorgan is expanding an initiative to woo more wealthy clients

JPMorgan Chase is opening 14 new financial centers focused on attracting wealthy clients with minimum investments of $750,000.
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