New Hire Roundup: Curian Capital Names Czaicki CIO
Also, the SEC brought in Stephanie Avakian as deputy director of enforcement.
Best Firms for Self-Directed Investors: J.D. Power—2014
Do-it-yourself investors are looking for low fees but also a high-touch experience, according to a recent survey.
Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2014
Overall satisfaction rose, but the four wirehouses rank below the industry average.
Best Firms for Self-Directed Investors: J.D. Power—2013
The survey finds that, with some exceptions, investment firms are not communicating well when it comes to fees, online tools and products.
Best Full-Service Investment Firms Ranked by Investors: J.D. Power—2013
The satisfaction scores of some BDs is “lower than might be expected based on reported performance alone,” according to J.D. Power.
FA Satisfaction as Measured by J. D. Power
Satisfaction among independent advisors made a nice improvement over the past year, while that of employee advisors declined slightly, according to the latest J.D. Power and Associates 2013 U.S. Financial Advisor Satisfaction Study.
Best Investment Firms Ranked by Advisors: J.D. Power 2013 Satisfaction Survey
Over the past 12 months, only one of the four wirehouses showed a significant drop in advisor satisfaction.
While not for everyone, private equity can be a lu