Wealth Management Platform

Full-Service Investor Satisfaction Study and Self-Directed Investor Satisfaction Study

J.D. Power Retail Investor Satisfaction research spans four segments across the investment advice spectrum – Full-Service, Digital Advice, Seeking Guidance, and DIY. With the purchase of the Full-Service Satisfaction Study and Self-Directed Satisfaction Study, you will be equipped with the insights needed to be the firm of choice for investors.

The Full-Service Investor Satisfaction Study explores the drivers of satisfaction among investors who primarily work with a financial advisor. Reveals differing preferences and needs that drive satisfaction among different segments of investors, such as affluence (investable assets), age, and gender. Provides subscribers with a broad understanding of how their wealth management firm can improve client satisfaction, loyalty, retention, investment, and advocacy.

The Self-Directed Investor Satisfaction Study examines investor satisfaction with self-directed investment platforms, providing critical insights into the needs, expectations, and desires of today’s self-directed investors. This study helps subscribers to identify best practices for improving satisfaction, loyalty, retention, and advocacy and gain an understanding of dynamics—such as portfolio size and trading activity—that drive satisfaction among different types of investors.

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Full service, digital advice, seeking guidance, diy

Benefits

Why subscribe?

With increasing competition in wealth management from f irms as diverse as banks and fintechs, investors have more options than ever and rising expectations about the level of advice and service they receive. We pinpoint the factors that matter most to investors and drive their satisfaction. The study sets a quality benchmark for the industry, and provides a thorough understanding of the needs, expectations, and desires of today’s investors.

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Experiences Explored

Trust
People
Products and services
Value for fees
Ability to manage wealth how and when I want
Problem resolution
Digital channels

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Key Dates

Press Release & Award Information

J.D. Power will issue a national press release that will highlight key findings and trends from the stud(ies) and includes top-to-bottom rankings of the brands in the study that meet J.D. Power’s predetermined research criteria. The brand(s) that ranks highest in each of the segments profiled and meets predetermined award criteria will have the opportunity to leverage their award publicly through the J.D. Power award licensing program, which requires subscribing to the study as a prerequisite.

See how our Awards make an impact.

U.S. Full-Service Investor Satisfaction Study Award Information
U.S. Self-Directed Investor Satisfaction Study Award Information
CA Full-Service Investor Satisfaction Study Award Information
CA Self-Directed Investor Satisfaction Study Award Information