Future Proof plants its flag in the advisor industry event circuit
Future Proof cemented its place in the wealth management industry's annual event lineup with its second iteration.
Source: investmentnews.com
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Study: Investor satisfaction with advisors falls along with markets
Investor satisfaction with investment advisors dropped in year-over-year financial advisor ratings, a recent study found.
Source: insurancenewsnet.com
J.D. Power: Investor Satisfaction in 2022 Dropped Along With Market
J.D. Power's annual investor satisfaction survey found Charles Schwab ranked highest for investors, with UBS and Fidelity following behind.
Source: wealthmanagement.com
J.D. Power 2023 best financial advisor firms | Financial Planning
Every score fell as investors gave wealth management firms ugly grades in a time of slumping stocks and bonds and fears of a recession.
Source: financial-planning.com
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Financial Customers Seek Better Service, Solid Advice
Consumers expect better financial guidance in a struggling economy, JD Power says in satisfaction survey.
Source: investopedia.com