Browsing Tag
J.D. Power
29 posts
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
September 16, 2021
Broker-Dealer Satisfaction Survey Reveals Top 3 Firms
Familiar names once again top J.D. Power’s list of broker-dealers as ranked by financial advisors. According to the…
July 7, 2021
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…
April 15, 2021
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…
July 8, 2020
Top 401k Plan Providers for 2020
“There has never been a more challenging time to invest for retirement.” It’s quite the lead from the…
June 18, 2020
Plan Participants Rank Top 401(k) Providers
Charles Schwab, Bank of America and Fidelity Investments topped the respective large-, medium- and small-sized 401k plan participant…
May 28, 2019
Which Firm is No. 1 in Investor Satisfaction?
Edward Jones ranks highest in investor satisfaction with full service brokerage firms, topping RBC Wealth Managementand Advisor Group…
March 14, 2019
Top Broker-Dealer Firms By Advisor Satisfaction
Raymond James came out looking very well in a J.D. Power study of advisor satisfaction among major broker-dealer…
June 28, 2018
Wait, What? Millennials Better Prepared for Retirement than Their Parents
We’ll admit that at this point we’re confused. Seemingly contradictory studies are released on a weekly basis that…
May 24, 2018