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Private Equity Firms Eye RIAs as Investment Opportunity

DOL Rule Fall Out: Fewer Fund Offerings

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LATEST NEWS

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Private Equity

Retirement

9/20/2017 4:34pm
Merrill Lynch Pay Revamp Worries Some Brokers

Charles Schwab & Co. is the best financial services firm in the U.S. when it comes to investor satisfaction, according to the latest J.D. Power ranking. Survey respondents gave the firm a score of 838 on a scale of 1,000, landing it in the same top spot that it occupied last year, InvestmentNews reports.

The J.D. Power survey, taken in January 2017, quizzed 6,500 investors, who use financial advisors for at least part of their money, about things like investment performance, account information, product offerings, commissions and fees, websites and problem resolution, the publication points out.

Taking second place in the “U.S. Full Service Investor Satisfaction Study” was Fidelity Investments, which notched a score of 835. Edward Jones (833) was third, followed by U.S. Bank (830) and UBS Financial Services (827). Stifel Nicolaus & Co. (826) placed sixth, followed by Wells Fargo Advisors (824), Raymond James (819), Merrill Lynch Wealth Management (818) and Ameriprise Financial (817).

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Private Equity

Tech

9/20/2017 3:21pm
Will RIAs Take Off the Gloves in Private-Equity Era?

WHY IT MATTERS
Charles Schwab & Co. is the best financial services firm in the U.S. when it comes to investor satisfaction, according to the latest J.D. Power ranking. Survey respondents gave the firm a score of 838 on a scale of 1,000, landing it in the same top spot that it occupied last year, InvestmentNews reports.

FULL STORY

The J.D. Power survey, taken in January 2017, quizzed 6,500 investors, who use financial advisors for at least part of their money, about things like investment performance, account information, product offerings, commissions and fees, websites and problem resolution, the publication points out.

Taking second place in the “U.S. Full Service Investor Satisfaction Study” was Fidelity Investments, which notched a score of 835. Edward Jones (833) was third, followed by U.S. Bank (830) and UBS Financial Services (827). Stifel Nicolaus & Co. (826) placed sixth, followed by Wells Fargo Advisors (824), Raymond James (819), Merrill Lynch Wealth Management (818) and Ameriprise Financial (817).

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Merrill Lynch

Tech

9/20/2017 1:48pm
How to Fix Retirement Savings: Bob Reynolds

Charles Schwab & Co. is the best financial services firm in the U.S. when it comes to investor satisfaction, according to the latest J.D. Power ranking. Survey respondents gave the firm a score of 838 on a scale of 1,000, landing it in the same top spot that it occupied last year, InvestmentNews reports.

The J.D. Power survey, taken in January 2017, quizzed 6,500 investors, who use financial advisors for at least part of their money, about things like investment performance, account information, product offerings, commissions and fees, websites and problem resolution, the publication points out.

Taking second place in the “U.S. Full Service Investor Satisfaction Study” was Fidelity Investments, which notched a score of 835. Edward Jones (833) was third, followed by U.S. Bank (830) and UBS Financial Services (827). Stifel Nicolaus & Co. (826) placed sixth, followed by Wells Fargo Advisors (824), Raymond James (819), Merrill Lynch Wealth Management (818) and Ameriprise Financial (817).

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Merrill Lynch

9/20/2017 4:34pm
Which Robos are Best for Retirees?

Charles Schwab & Co. is the best financial services firm in the U.S. when it comes to investor satisfaction, according to the latest J.D. Power ranking. Survey respondents gave the firm a score of 838 on a scale of 1,000, landing it in the same top spot that it occupied last year, InvestmentNews reports.

The J.D. Power survey, taken in January 2017, quizzed 6,500 investors, who use financial advisors for at least part of their money, about things like investment performance, account information, product offerings, commissions and fees, websites and problem resolution, the publication points out.

Taking second place in the “U.S. Full Service Investor Satisfaction Study” was Fidelity Investments, which notched a score of 835. Edward Jones (833) was third, followed by U.S. Bank (830) and UBS Financial Services (827). Stifel Nicolaus & Co. (826) placed sixth, followed by Wells Fargo Advisors (824), Raymond James (819), Merrill Lynch Wealth Management (818) and Ameriprise Financial (817).

SPONSORED CONTENT • American Funds Embracing the Illiquidity Premium Bob Glovsky from The Colony Group moderates a panel of five Barron’s advisors on their strategies for handling illiquid assets.