JD Power

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.

J.D. Power broke down self-directed investors into two categories for the first time, making the results especially instructive for advisors.

The research firm’s annual survey included new queries reflecting changes in the industry.

Concerns about management dragged down job satisfaction ratings in J.D. Power’s annual survey.

Concerns with the fiduciary rule, compensation and leadership pushed down satisfaction ratings.

Scottrade and Schwab fell out of the top three, while Capital One Investing led a retail bank surge in the J.D. Power report.

Which firms showed “meaningful progress” in improving client experience? And which one slipped?

Nearly 60% of investors would explore changing firms if forced to switch, according to a J.D. Power study.

Self-directed investors gave a thumbs up to Charles Schwab, Vanguard, Fidelity and T. Rowe Price in a satisfaction survey of investment firms by J.D. Power. Some firms didn’t fare as well.

Banks' customer-satisfaction ratings are at a 10-year high, according to a new study by J.D. Power. The research firm identified the top-rated banks in each region, and found that the postmillennial generation has a thing for the megabanks.

Scottrade emerged as the top-rated firm in J.D. Power & Associates 2013 U.S. Self-Directed Investor Satisfaction Study, but overall investor satisfaction with self-directed firms declined from last year.