Podcast

Investor Satisfaction with Full-Service Financial Advisors Crumbles as Markets Fall

Podcast April 19, 2023 Admin

Tom Rieman, head of wealth solutions at J.D. Power, discusses the key findings from the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study.

Two spoilers: Just a small fraction of advisors are currently offering comprehensive advice and just more than half of full-service wealth clients have financial plans.

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