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Build Lasting Investor & Advisor Confidence
Strengthen investor trust by delivering advice, service, and digital experiences that meet evolving expectations. This suite provides insights into advised and DIY experiences to deepen engagement, improve retention, and strengthen investor and advisor relationships for long‑term growth.
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Press Release
AI Adoption Accelerates, Driving Financial Advisor Loyalty, JD Power Finds
Artificial intelligence (AI) adoption is heavily influencing financial advisors’ perceptions of their firms, transforming how they serve clients and grow their practices, according to the JD Power 2026 U.S. Financial Advisor Satisfaction Study,SM released today. Over the past year, active use of AI tools jumped to 73% among employee advisors (up from 44% last year), while adoption among independents, though rising, still lags at 42% (up from 19% last year).
News
Job Security, Fraud Concerns Mount as Consumers Take Drastic Action to Combat Affordability Issues
June 2026 Banking and Payments Intelligence Report shows rising financial stress, with consumers cutting essentials, fearing job loss, and facing increasing fraud risks.
Press Release
Financially Stressed Canadians Expect Banks to Provide Guidance but Turn to AI for Advice, JD Power Finds
RBC Ranks Highest in Banking Advice and Financial Health Support; CIBC Ranks Highest in Credit Card Financial Health Support
News
Financial Health of U.S. Consumers Improves, But Spending Changes Hint at More Struggles to Come
As holiday bills continue to be paid off and tax refunds get set to hit consumers’ bank accounts, the number of consumers in the U.S. classified as financially unhealthy[1] is 68%, as measured by JD Power. That marks an improvement from 72% last month, but it hardly spells widespread relief.