Investor Satisfaction Study

Study subscribers will gain valuable insights into:

• The evolving role of financial advisors and how it impacts investor satisfaction
• Key trends in DIY Investment platforms and Advisor service models
• How new products and technology are broadening the client base
• The increasing demand for financial advice across all investor segments
• Where firms can enhance customer experiences through improved people, platforms, products, and services
• Comparative analysis of firm performance against industry benchmarks and competitors     

The study covers a comprehensive range of factors influencing investor satisfaction, including:

• Nature and resolution of problem incidents
• Frequency, methods, and reasons for client contact
• Experiences of new customers and overall client tenure
• Range of products and services utilized, including robo-advisory offerings
• Investor fees and commission structures
• Investing goals, styles, and levels of engagement
• Portfolio performance insights
• Comprehensive respondent profiles, including demographics, socioeconomics, and financial health

JD Power will issue a national press release featuring key findings, trends, and brand rankings from the study. Only brands that meet JD Power’s research criteria will be ranked. Brands that rank highest in their segment and meet award criteria may promote their award through the JD Power licensing program—available exclusively to study subscribers.

Read the latest press release 

U.S. Investor Satisfaction Study Press Release
CA Investor Satisfaction Study Press Release

See how our Awards make an impact. 

U.S. Investor Satisfaction Study Award Information 
CA Investor Satisfaction Study Award Information