Wealth

Wealth Management Platform

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Full-Service Investor Satisfaction Study and Self-Directed Investor Satisfaction Study

J.D. Power Retail Investor Satisfaction research spans four segments across the investment advice spectrum  – Full-Service, Digital Advice, Seeking Guidance, and DIY. With the purchase of the Full-Service Satisfaction Study and Self-Directed Satisfaction Study, you will be equipped with the insights needed to be the firm of choice for investors.

The Full-Service Investor Satisfaction Study explores the drivers of satisfaction among investors who primarily work with a financial advisor. Reveals differing preferences and needs that drive satisfaction among different segments of investors, such as affluence (investable assets), age, and gender. Provides subscribers with a broad understanding of how their wealth management firm can improve client satisfaction, loyalty, retention, investment, and advocacy.

The Self-Directed Investor Satisfaction Study examines investor satisfaction with self-directed investment platforms, providing critical insights into the needs, expectations, and desires of today’s self-directed investors. This study helps subscribers to identify best practices for improving satisfaction, loyalty, retention, and advocacy and gain an understanding of dynamics—such as portfolio size and trading activity—that drive satisfaction among different types of investors.

Full service, digital advice, seeking guidance, diy
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Benefits

Why subscribe?

With increasing competition in wealth management from f irms as diverse as banks and fintechs, investors have more options than ever and rising expectations about the level of advice and service they receive. We pinpoint the factors that matter most to investors and drive their satisfaction. The study sets a quality benchmark for the industry, and provides a thorough understanding of the needs, expectations, and desires of today’s investors.

Experiences Explored

  • Trust
  • People
  • Products and services
  • Value for fees
  • Ability to manage wealth how and when I want
  • Problem resolution
  • Digital channels
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Press Release & Award Information

J.D. Power will issue a national press release that will highlight key findings and trends from the study and include top-to-bottom rankings of the brands in the study that meet J.D. Power’s predetermined research criteria. The brand(s) that ranks highest in each of the regions profiled this year and meets predetermined award criteria will have the opportunity to leverage their award publicly through the J.D. Power award licensing program, which requires subscribing to the study as a prerequisite.

Awards

Profiled Brands

Profiled brands as of October 2022.  Brands are subject to change.

2023 U.S. Full Service Profiled Brands

  • Ameriprise
  • Charles Schwab
  • Citigroup
  • Edward Jones
  • Equitable
  • Fidelity
  • J.P. Morgan Private Client Advisors
  • LPL
  • Lincoln Financial Group
  • Mass Mutual
  • Merrill
  • Morgan Stanley
  • Northwestern Mutual
  • PNC
  • Prudential
  • Raymond James
  • RBC
  • Stifel
  • Thrivent
  • TIAA
  • Truist
  • U.S. Bank
  • UBS
  • Vanguard
  • Wells Fargo Advisors

2023 Canada Full Service Profiled Brands

  • ATB
  • Aviso
  • BMO Nesbitt Burns
  • Canaccord Genuity Wealth Management
  • CI Assante Wealth Management
  • CIBC Wood Gundy
  • Desjardins
  • Edward Jones
  • iA Private Wealth
  • IG Wealth Management
  • Manulife
  • National Bank Financial
  • Raymond James
  • RBC Dominion Securities
  • Richardson GMP Ltd
  • ScotiaMcLeod
  • Sun Life Financial
  • TD Wealth PIA (Private Investment Advice)

2023 U.S. Self-Directed Profiled Brands

Self-Directed Investor: DIY

  • Charles Schwab
  • E*TRADE
  • Fidelity
  • Merrill Edge
  • Robinhood
  • Stash
  • T. Rowe Price
  • TD Ameritrade
  • Vanguard
  • WellsTrade
  • J.P. Morgan Self Directed Investing
  • Acorns

Self-Directed Investor: Seeking Guidance

  • Charles Schwab
  • Citigroup
  • E*TRADE
  • Fidelity
  • J.P. Morgan Wealth Management
  • Merrill Edge
  • T. Rowe Price
  • TD Ameritrade
  • Vanguard
  • Wells Fargo Advisor Solutions

2023 Canada Self-Directed Profiled Brands

  • BMO InvestorLine
  • CIBC Investor's Edge
  • Desjardins Online Brokerage
  • HSBC InvestDirect
  • National Bank Direct Brokerage
  • Qtrade
  • Questrade
  • RBC Direct
  • Scotia iTRADE
  • TD Direct

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