Browsing Tag
rankings
9 posts
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
Retire Here, Not There: WalletHub’s 2023 Best & Worst Places to Retire
One state dominates the top of the just-released rankings while another dominates the bottom
September 5, 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
More 2023 ‘Best & Worst’ States for Retirement: New Ranking has Surprising #1
Florida doesn’t top the list, while several Northeast states dot bottom 10 according to new ranking from Bank Locations
May 1, 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
10 Best and Worst States to Retire 2023: WalletHub
New states claim top and bottom spots on just-released rankings of the best states for retirement
January 23, 2023
North and East Coast Dominate Top Spots for Retirement: StorageCafe
While Florida still reigned supreme, more northern and eastern regions were listed in the rankings
December 27, 2022
Most and Least Expensive States for Retirement 2020
We here at 401k Specialist always at least mildly curious when somebody ranks cities, states or countries in…
May 18, 2020
The 10 Largest HSAs Ranked By Quality
Have HSA providers stepped up their game? Sort of. Morningstar is out with this year’s assessment of health…
November 12, 2018