Satisfaction among self-directed investors remained static in an annual J.D. Power survey released today, indicating investors’ happiness with their self-directed tools wasn’t neatly tied with a ...

TROY, Mich.: 20 Nov. 2025 — Does your wealth management website or mobile app look more like a Wall Street trading floor than a boring corporate brand page? It’s no accident. According to the J.D.

Satisfaction among advisors working under an employee model is on the rise, while independent advisor satisfaction dropped in the past year, according to the newest annual survey of advisor moods by J ...

TROY, Mich.: 2 Dec. 2025 — While the overall business outlook, credit card debt and spending patterns for small businesses in the United States are largely unchanged this year, satisfaction with small ...