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15 kwi 2021 · J.D. Power today released its 2021 rankings of full-service investment firms, with Edward Jones topping the rankings with an overall customer satisfaction index score of 770 (on a 1,000-point scale), 10 points better than second-ranked Stifel.
15 kwi 2021 · The survey found that 55% of full-service investors under 40 prefer digital channels for communicating with their advisors, compared with just 26% of older investors.
14 kwi 2022 · The J.D. Power study measures overall investor satisfaction with full-service investment firms in seven factors (in order of importance): trust, people, products and services, value for...
21 mar 2024 · The U.S. Full-Service Investor Satisfaction Study, now in its 22 nd year, measures overall investor satisfaction with full-service investment firms in seven dimensions (in order of importance): trust; people; products and services; value for fees; ability to manage wealth how and when I want; problem resolution; and digital channels.
Explore what has made Jefferies (NYSE: JEF) a leading global, full-service investment banking and capital markets firm and essential partner.
21 mar 2024 · Rising stock values lifted wealth management clients' grades for the largest firms in the industry, with a new winner of J.D. Power's Full-Service Investor Satisfaction Study benefitting...
12 wrz 2024 · A full-service broker is a licensed financial broker-dealer firm that provides a large variety of services to its clients, including research and advice, retirement planning, tax tips, and much...
