The study, which the Costa Mesa, California-based consumer research firm released June 28, also revealed notable differences among male and female advisors. Women gave their firms much better marks than men, but they reported lower scores than men for work-life balance, pay and mentoring.
Estimated reading time: 0 minutes, 30 seconds
Most Highly-Rated Firms Continue to Win Advisors’ Approval
Commonwealth Financial Network, Edward Jones, Raymond James and Cambridge Investment Research have once again received high grades on J.D. Power’s annual study of advisor satisfaction. So reports Financial Planning.
In the same study, LPL Financial, UBS, Merrill Lynch, Morgan Stanley and Wells Fargo lagged far behind the leaders.
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