Browsing Tag
J.D. Power
24 posts
J.P. Morgan Wealth Management Tops J.D. Power’s Digital Experience Rankings
Firm ranks first in overall customer satisfaction and among self-directed investors as new study finds most firms not living up to client expectations
Retirement Plans Still Lag in Digital Experience: J.D. Power
Plus, the top rankings of retirement planning firms with the highest plan digital satisfaction
Stifel, Commonwealth Keep Top Spots in J.D. Power Advisor Satisfaction Rankings
Annual study finds more than a third of advisors open to changing firms
Investor Satisfaction with Online Brokerage Firms Stagnant: J.D. Power
TD Ameritrade and Fidelity rank highest in respective segments of 2024 Self-Directed Investor Satisfaction Study
Wealthy Millennials Shifting Away from Financial Advisors
Higher percentages of affluent Millennials expect to change firms within the next year, finds a new report by J.D. Power
Self-Directed Accounts Becoming Gateway to Lucrative Investor Relationships
J.D. Power ranks top wealth management firms for digital experience among self-directed and full-service investors
Asset Management Websites Failing Advisors: J.D. Power
Overall advisor satisfaction scores with asset manager websites declines, and “are not meeting even the most basic needs of advisors”
Best Retirement Plan Mobile Apps Ranked by J.D. Power
While participant satisfaction is rising, overall just 38% give their plans high marks for digital capabilities, lagging significantly behind other industries
Too Many Advisors Can’t Spend Enough Time with Clients: J.D. Power
Stifel, Commonwealth rank highest in satisfaction in respective segments according to the 2023 U.S. Financial Advisor Satisfaction Study
Charles Schwab Tops Latest J.D. Power Full-Service Investor Satisfaction Rankings
Schwab tops list of six firms bettering the industry average ranking, but the survey notes overall satisfaction scores tanked along with the stock market