Browsing Tag
J.D. Power
29 posts
AI Drives Customer Satisfaction with Digital Experiences
J.D. Power unveils the top firms in website and app design for 2025
Account Security Trumps Convenience Among Retirement Plan Websites, Apps: J.D. Power
Bank of America (including Merrill) ranks highest by far in “Digital Experience Satisfaction”
Social Media Pivotal to Recruiting Next-Gen Advisors
J.D. Power study underlines firms’ investment in social media, AI, and branding while announcing winners for overall employee satisfaction
Vanguard, Raymond James Top New J.D. Power Rankings for Investor Satisfaction
Do-it-yourself investors rank Vanguard highest while advised investors favor Raymond James in study released today from J.D. Power
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