Browsing Tag
J.D. Power
23 posts
Retirement Plans Still Lag in Digital Experience: J.D. Power
Plus, the top rankings of retirement planning firms with the highest plan digital satisfaction
September 12, 2024
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
July 10, 2024
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
April 4, 2024
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
March 21, 2024
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
November 21, 2023
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”
November 2, 2023
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
September 14, 2023
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
July 5, 2023
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
April 11, 2023
Young Investors Much Prefer Apps Over Websites: J.D. Power
New research finds apps essential to attract and retain younger investors; J.P. Morgan Wealth Management ranks highest in wealth management digital experience satisfaction
November 28, 2022