Displaying 13 results
Asset manager websites ‘not keeping up with current trends’
One-fourth of advisors say the websites of asset management firms aren't meeting their basic needs, a J.D. Power study shows.
Advisor satisfaction with firms hinges on time spent with clients: J.D. Power
Annual survey reveals highest and lowest scoring firms, while one advisor questions work ethic of some peers.
People don’t get how robos work, and that’s a problem, J.D. Power finds
Demand for robos might be cooling, but many are still interested in them, despite a lack of understanding.
Top 10 financial advice firms ranked by investor satisfaction in 2023
Investors’ happiness with their advisors took a hit last year as the stock market dived, according to J.D. Power’s annual survey.
Advisers prefer digital experience provided by largest asset managers: J.D. Power
Smaller fund companies are struggling to differentiate their offerings, the survey finds.
Satisfaction down, regret up for insurance and annuity owners, says J.D. Power study
Customer satisfaction drops soon after life insurance and annuities are purchased according to a new survey.
Anxious retirement savers turn digital experience into new battleground: J.D. Power
63% of retirement plan participants say they have challenges managing their accounts digitally.
Advisers can’t find information online from asset managers: J.D. Power
Just three of the 14 companies surveyed — BlackRock Inc., Capital Group Inc. and J.P. Morgan & Co. — received top marks in the 20th percentile, according to the research.
Wealth apps get poor scores for client satisfaction: J.D. Power
While wealth management firms are spending big on updates — with 31% introducing major feature updates this year — legacy technology and the complex array of services offered by wealth apps have presented unique challenges.
People keep buying annuities at a rapid pace
Sales dipped slightly during the third quarter compared with the second, a report finds, but the year is still on pace to be the biggest since 2008.
Participants say plan websites are frustrating
A J.D. Power study finds that only 43% of users say it’s easy to locate needed information on retirement plan sites.
Customers to banks: We don’t want your advice, but we’ll take it
J.D. Power finds personalized financial advice drives gains in customer satisfaction for retail banks.
Tech tools fall flat among advisers: J.D. Power survey
While firms are investing heavily in technology, many have missed the mark on delivering the best experience
