Tag: J.D. Power

J.D. Power finds digital channels are often lacking for participants.

Stifel and Commonwealth ranked highest among employee advisers and independent advisers, respectively.

J.D. Power finds self-directed investors’ satisfaction is almost flat year-over-year despite robust markets; Fidelity, TD Ameritrade and Vanguard top satisfaction...

Survey finds connection between digital experience ranking and client satisfaction and retention.

Additionally, one in five advisers said they were less than five years away from retirement.

Human support remains key in assisting investors using robo-advice investment management, according to experts.

In 2022, investor satisfaction with full-service investment advisers fell 17 points on a 1,000-point scale.