Tag: U.S. Financial Adviser Satisfaction Study

Client Service

July 10th, 2024

J.D. Power Names Top 5 Firms With Highest Financial Adviser Satisfaction Ratings

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

Data & Research

July 5th, 2023

Financial Advisers Feeling Starved of Time with Clients, J.D. Power Reports

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

Events Spotlight

DCIO and Investment Menu Survey

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

THOUGHT LEADERSHIP

Interest Grows in Finding New Uses for Stable Value

MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways. PLANADVISER spoke with Thomas Schuster, senior vice president, stable value and investment products, and Warren Howe, national sales director, stable value and DCIO [defined contribution investment only] markets, at MetLife, about the study findings.

Sponsored by MetLife

THOUGHT LEADERSHIP

Inside TIAA’s $294B Investment Engine

TIAA CIO Emily Wiener discusses the firm’s approach to its General Account portfolio.

Sponsored by TIAA