Browsing Tag
J.D. Power
29 posts
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
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