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The survey's perennial champions scored higher than competitors like Wells Fargo, Ameriprise and LPL on every metric.
July 7 -
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.
April 14 -
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.
February 11 -
The Secure Act will pave the way for expanded distribution channels, even as J.D. Power finds issuers lagging in measures of client satisfaction.
December 19 -
Clients are not happy with the industry's app offerings, according to a recent J.D. Power survey.
December 12 -
Two perennial champions retained their top ranks in 2019 — but the aging demographic poses challenges for all firms, according to J.D. Power.
July 10 -
J.D. Power’s annual survey of self-directed investors displayed generational differences and the impact of equity volatility.
April 4 -
Fourth-quarter volatility wrought negative year-over-year results for two-thirds of firms in J.D. Power’s annual survey.
March 14 -
J.D. Power’s annual survey reveals the importance of leadership and culture, along with differences among male and female representatives.
June 28 -
J.D. Power broke down self-directed investors into two categories for the first time, making the results especially instructive for advisors.
May 15