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Online brokerages at a crossroads, J.D. Power says
With customer satisfaction stalled and trust levels flat, DIY trading firms must show 'clear, quantifiable value' with personalized guidance, research shows.
Digital transformation boosts satisfaction with life insurance and annuities
JD Power study reveals who’s leading the customer satisfaction race.
Bank of America earns highest marks for retail bank financial advice: J.D. Power
However, most retail banks are falling short of customers' expectations when it comes to the advice and guidance they get from their banks.
Wirehouses fall flat on adviser satisfaction: J.D. Power
Despite payout rates and branding that suggest higher levels of support, the top brokerage firms are not meeting adviser expectations, according to a recent survey of over 3,000 advisers.
New investors strain online brokerages: J.D. Power
Account openings at online brokerages have skyrocketed, but the number of problems cited by customers have doubled during the past year.
Top 3 ways to attract millennials: J.D. Power
The past year has exposed a stark divergence in the investment behavior of millennial investors compared with their older counterparts. A huge generational transfer of wealth, at roughly $68 trillion, is poised to fall into the hands of the millennials.
Mobile app usage up, client satisfaction down: J.D. Power
Chase and Wells Fargo mobile apps ranked higher than competing offerings from Schwab, Merrill Lynch and Morgan Stanley, according to new research
Advisers want more engagement from asset managers: J.D. Power
Firms who build strong digital relationships with advisers are reaping the benefits, according to the study
J.D. Power survey: 401(k) savers lack help from plan providers
Only 15% of participants in the survey said they received messages through mobile apps at the beginning of the COVID-19 crisis
