J.D. Power and Associates

• Broker Exits Spur Recruiting Shift

  By Janet Levaux, AdvisorOne  |  April 25, 2012

  The movement of financial advisors out of the wirehouses has continued in early 2012, experts say, and should put Merrill Lynch and Morgan Stanley on notice.

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  Morgan Stanley Grabs UBS Team; Loses Reps to Merrill, Others

  By Janet Levaux, AdvisorOne  |  March 30, 2012

  Threat of credit downgrade shouldn’t hurt its recruiting power, experts say

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  Best Advisor Firms Ranked by Advisors: J.D. Power 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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  Commonwealth Snags Three Securities America Top Producers

  By Gil Weinreich, AdvisorOne  |  September 6, 2011

  Ladenburg Thalmann’s offer to buy Securities America may have staunched the hemorrhaging, but some leakage is still in evidence as Commonwealth grabbed three top producers from the troubled broker-dealer.

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  J.D. Power Broker Survey: Investor Satisfaction Up, Wirehouse Scores Stay Low

  By Janet Levaux, AdvisorOne  |  June 16, 2011

  RBC Wealth Management ranks highest, followed by Charles Schwab and Fidelity.

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  Portfolio Products Roundup: First Trust Advisors, BlackRock, Van Eck Global, Nomura

  By Marlene Y. Satter  |  May 16, 2011

  Strong global flavor in new fund activity; Schwab tracks ETF flows; Nile marks first year.

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  Portfolio Products Roundup: First Trust Advisors, BlackRock, Van Eck Global, Nomura

  By Marlene Y. Satter  |  May 16, 2011

  Strong global flavor in new fund activity; Schwab tracks ETF flows; Nile marks first year.

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  J.D. Power's Best Firms for Financial Advisors

  By Michael S. Fischer  |  October 22, 2010

  J.D. Power and Associates 2010 U.S. Financial Advisor Satisfaction Study ranks firms that satisfy advisors most.

• 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.