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J.D. Power announces 2021 best financial advisor firms - Financial …
Apr 15, 2021 · Edward Jones bests Stifel, Fidelity and RBC in J.D. Power’s client satisfaction survey; Prudential, Advisor Group and Merrill Lynch tumble to bottom. By Tobias Salinger. April 15, 2021 8:00 AM ...
A buyer's guide for advisor tools and tech | Financial Planning
Jan 24, 2024 · Among the more notable findings was a jump in market penetration for estate planning tools, more than tripling since 2022, from 10.95% to 39.32%. The explanation, Bruckenstein said, was simple ...
Skeptical on Social Security, younger workers shift to personal ...
Oct 2, 2024 · The data for the survey was collected in the first quarter of 2024 from around 1,500 401(k) investors, including 998 active, working, current 401(k) account owners and 511 retired current or ...
J.D. Power announces 2022 best financial advisor firms - Financial …
Apr 14, 2022 · UBS beats out Vanguard, Schwab and Northwestern at the top of J.D. Power’s client survey; TIAA, Prudential and LPL get lowest scores. By Tobias Salinger. April 14, 2022 8:00 AM. The giant wealth ...
J.D. Power 2024 best financial advisor firms | Financial Planning
Mar 21, 2024 · Between January 2023 and January 2024, J.D. Power spoke with 9,951 investors who said they work with an advisor or team of advisors. 24. Equitable Advisors. 2024 ranking: 24. 2023 ranking: N/A* ...
Top independent broker dealers by revenue: IBD Elite 2020
Jun 30, 2020 · Year founded: 1968. Chief executive: Dan Arnold. Total 2019 revenue: $5,624,856,000. % change year-over-year: 8.4%. 2019 ranking: #1. 2018 ranking: #1. Tobias Salinger. Chief Correspondent ...
4 red flags that a retirement investment is a scam
Jul 21, 2022 · 1. Cold calling. The first sign that an opportunity is a scam is the way the investor hears about it. Typically, a scammer will reach out to the target directly by phone or email, without ever ...
AI use for wealth management client adoption is happening — …
Oct 9, 2024 · When Financial Planning asked advisors what the expected pace of AI adoption at their firm is during the next 12 to 18 months to support client acquisition activities, 34% said they were either ...
IBD Elite 2024: The 15 largest independent brokerages - Financial …
Aug 15, 2024 · Chief executive: Adam Antoniades. *After acquiring previous No. 14 firm Avantax last year in a deal that took it private and valued the tax-focused wealth management company at $1.2 billion ...