Findings from the J.D. Power 2024 U.S. Full-Service Investor Satisfaction StudySM show a surge in satisfaction among clients utilizing financial advisors. U.S. Bank came out as a top performer in overall customer satisfaction. Edward Jones and Vanguard were second and third, respectively. The study surveyed 9,951 investors working directly with dedicated financial advisors or teams from January 2023 through January 2024.
The study showed an 8-point increase in a year-to-year comparison of investor satisfaction, with an overall....