investor services
Overall investor satisfaction stays flat: J.D. PowerPosted by RJ and Makay on May 11, 2012 |
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Investors’ 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.
U.S. households held $10.7 trillion in retirement assets at the end of 2010, according to Hearts and Wallets, which gathered research from the Federal Reserve Flow of Funds and U.S. Census data. This is slightly above the previous high of $10.5 trillion in 2007 and a large increase from the $8.1 trillion bottom resulting from the 2008 stock market downturn.
