JD Power

Customer satisfaction with Medicare Advantage plans is down, according to a new survey from J.D. Power. But some financial advisors say zero-premium plans remain a lifeline for cash-strapped seniors.

Ameritrade, Schwab topple Vanguard, T. Rowe Price in J.D. Power's 2024 investor satisfaction survey; rankings had a shake-up as DIY investors demand more personalized service.

J.D. Power ranked 16 annuities in terms of customer satisfaction. Here are the winners and losers.

Overall, customers expressed greater satisfaction with their retirement plans' websites and mobile apps this year, but experts say there's still much room for improvement.

Research firm J.D. Power discussed additional findings from its influential annual advisor satisfaction survey in a panel with industry leaders.

In J.D. Power’s annual survey, independent and employee reps gave wealth managers a higher satisfaction index than last year.

U.S. retail customers who said their primary bank met their needs for guidance gave it much higher grades, according to J.D. Power’s annual survey.

Financial advisors, asset managers and researchers are racing to fill in the information gaps Americans reported in a new J.D. Power survey.

In the annual rankings, retail brokerages struggled to keep up with surging investor demand.

The annual full-service investor rankings picked a new winner for 2021 while tracking major generational differences.

Demand from clients has some advisors reconsidering sustainable investing strategies.

The survey's perennial champions scored higher than competitors like Wells Fargo, Ameriprise and LPL on every metric.

Vanguard reclaimed its top spot in J.D. Power’s annual ranking of self-directed investor satisfaction. Charles Schwab retained its position as a leader among DIY investors.

Phone apps are being embraced by wealth managers as one of the quickest ways to communicate with end clients, leading to recent upgrades in look, feel and capability.

The Secure Act will pave the way for expanded distribution channels, even as J.D. Power finds issuers lagging in measures of client satisfaction.

Clients are not happy with the industry's app offerings, according to a recent J.D. Power survey.

Two perennial champions retained their top ranks in 2019 — but the aging demographic poses challenges for all firms, according to J.D. Power.

J.D. Power’s annual survey of self-directed investors displayed generational differences and the impact of equity volatility.

Fourth-quarter volatility wrought negative year-over-year results for two-thirds of firms in J.D. Power’s annual survey.

J.D. Power’s annual survey reveals the importance of leadership and culture, along with differences among male and female representatives.