RJ and Makay

Wednesday, May 23rd

Open Positions | Careers | Privacy Policy | Bookmark | FAQ | Contact Us  

You are here: Tags David Lo
http://www.rjandmakay.com/components/com_gk2_photoslide/images/thumbm/537321header_1.jpg http://www.rjandmakay.com/components/com_gk2_photoslide/images/thumbm/963038header_2.jpg http://www.rjandmakay.com/components/com_gk2_photoslide/images/thumbm/981787header_3.jpg http://www.rjandmakay.com/components/com_gk2_photoslide/images/thumbm/923473header_4.jpg

RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> David Lo

Overall investor satisfaction stays flat: J.D. Power

Posted by RJ and Makay on May 11, 2012

>> Read More RJ & Makay Blog Posts

J.D. Power and AssociatesInvestors’ satisfaction level with their full service brokerages has remained flat since last year and also since the midst of the financial crisis in 2008, according to the latest J.D. Power and Associates investor satisfaction study.  Edward Jones scored highest this year, propelled by the best score in the “client satisfaction with advisor” subcategory.  The study found that advisors are spending more face time with clients over their portfolios and investment performance.

USAA tops J.D. Power & Associates self-directed investor study

Posted by RJ and Makay on Jul 05, 2011

>> Read More RJ & Makay Blog Posts

USAA topped the latest J.D. Power & Associates 2011 U.S. Self-Directed Investor Satisfaction Study, while Merrill Edge, the consumer brokerage unit of Bank of America, came in last. The survey study measured six factors of self-directed investor satisfaction: 1) Interaction; 2) Account information; 3) Trading charges and fees; 4) Account offerings; 5) Information resources; and 6) Problem resolution.