Browsing Tag
J.D. Power
25 posts
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
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
Largest Asset Managers Dominate in Advisor Digital Experience
New J.D. Power research finds asset management websites have officially replaced wholesalers and legacy relationships as primary drivers of engagement with investment advisors
Participants Not Satisfied with Retirement Plan Digital Experience: J.D. Power
Bank of America and Charles Schwab tie for highest rank in digital participant satisfaction
Winning Scores Decline, But Top Broker-Dealers Hold Spots in Advisor Satisfaction Survey
Wealth management firms need advisors as brand evangelists to attract new talent, J.D. Power’s latest U.S. Financial Advisor Satisfaction Study finds
Building Brand Loyalty Among Pandemic-Era Investors a Struggle for Retail Brokerage Firms
T. Rowe Price, Vanguard rank highest in J.D. Power 2022 U.S. Self-Directed Investor Satisfaction Study as younger, financially vulnerable clients experience more problems, pose significant attrition risk
Big Shakeup in J.D. Power’s New Full-Service Investment Firm Rankings
Study also finds just 14% of full-service investors receive “comprehensive advice” from wealth management firms as defined by J.D. Power criteria
Familiar Name Tops J.D. Power Retirement Plan Digital Satisfaction Rankings
Redesigned 2021 study finds many 401k plan miss mark on delivering guidance to participants through digital channels
Top 10 Full-Service Investment Firms: J.D. Power Rankings
J.D. Power today released its 2021 rankings of full-service investment firms, with Edward Jones topping the rankings with…
Top Broker-Dealers Ranked By Advisors
J.D. Power is out with its list of broker-dealers that outperform, surveying financial advisors and their levels of…