Top 9 firms for do-it-yourself investors
Amid the historic market volatility caused by the COVID-19 pandemic, self-directed investors on digital platforms are looking for more of a human touch. That’s according to J.D. Power’s 2020 U.S. Self-Directed Investor Satisfaction Study.
The study also found that website outages are the biggest problem cited by investors, and that such problems highlight the importance of human support channels. Click through to see the wealth management firms that landed on the top of the list for client experience.