David Lo

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  10 Best Online Brokerage Firms Ranked by Retail Investors: J.D. Power

  By Janet Levaux, AdvisorOne  |  June 14, 2012

  Overall satisfaction of Web-based investors is up, though their opinion of firms' fees and trading charges has declined in the past 12 months.

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  Best Full-Service Investment Firms Ranked by Investors: J.D. Power—2012

  By Janet Levaux, AdvisorOne  |  May 10, 2012

  Satisfaction with the major firms in 2012 is at pre-crisis levels of 2008, but it is down when measuring several critical factors, the satisfaction survey found.

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  Best Advisor Firms Ranked by Advisors: J.D. Power 2012 Satisfaction Survey

  By Joyce Hanson, AdvisorOne  |  March 29, 2012

  Advisors are happiest when they feel that management truly supports the firm’s stated values and client interests come first, says the J.D. Power advisor satisfaction study.

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  J.D. Power: Self-Directed Investors Rate USAA Best; Overall Satisfaction Lower

  By Marlene Y. Satter, AdvisorOne  |  June 30, 2011

  Investors who do their own trading and investing say the fees and trading charges they must pay less acceptable than they did in 2010, according to a J.D. Power survey released Thursday. USAA ranked No. 1.

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  J.D. Power: Investors Clueless on Suitability vs. Fiduciary Standards

  By Marlene Y. Satter, AdvisorOne  |  June 16, 2011

  A survey by J.D. Power and Associates reveals that, by a vast majority, full-service customers don’t know the difference between the standards that are now in effect.

• J.D. Power Survey: Client Satisfaction With Brokerage Firms Improves

  By Kate McBride  |  July 19, 2010

  Study says overall satisfaction is up for customers of full-service firms, but more investors think their 'firm is driven by profits, rather than focused on customers.'

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  Measuring Full-Service Firms, Advisors

  By Janet Levaux, AdvisorOne  |  July 29, 2009

  The latest J.D. Power and Associates study finds that investors are citing satisfaction with their advisor as the top factor in their overall investment experience.

• Advisors critical to investor satisfaction, survey finds

  By Staff Writer  |  July 21, 2009

  Financial advisors are more critical to investor satisfaction in the financial crisis than ever, according to the J.D. Power and Associates 2009 U.S. Full Service...