J.D. Power & Associates

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  Best Firms for Self-Directed Investors: J.D. Power—2013

  By Janet Levaux, AdvisorOne  |  June 17, 2013

  The survey finds that, with some exceptions, investment firms are not communicating well when it comes to fees, online tools and products.

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  Edward Jones to Recruit 450-500 Military Vets in ’13

  By Janet Levaux, AdvisorOne  |  May 23, 2013

  The privately owned broker-dealer aims to expand 5% a year and hit 20,000 advisors nationwide by 2020, Mark Eberlin of Edward Jones says.

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  Best Full-Service Investment Firms Ranked by Investors: J.D. Power—2013

  By Janet Levaux  |  May 9, 2013

  The satisfaction scores of some BDs is “lower than might be expected based on reported performance alone,” according to J.D. Power.

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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.

• RBC Wealth CEO Taft on Advisor Growth, Regulation

  By Janet Levaux, AdvisorOne  |  December 26, 2011

  John Taft heads RBC Wealth Management in the United States and recently stepped down as chairman of SIFMA, the financial-services lobbying group. Based in Minneapolis, he has worked in the industry since 1981 and recently spoke with Research about challenges confronting both the industry and the firm he leads.

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  RBC Wealth CEO John Taft on Advisor Growth, Regulation: Weekend Interview

  By Janet Levaux, AdvisorOne  |  December 2, 2011

  The firm has encouraged advisors with low levels of fees and commissions to depart as it aims for each rep to become a $1 million producer.

• Raymond James Executives at Confab: The Firm Is ‘Well Positioned’ for Growth

  By Janet Levaux, AdvisorOne  |  November 1, 2010

  (St. Petersburg, Fla.) Speaking at the 16th annual Women's Symposium on Oct. 7, Raymond James Financial CEO Paul Reilly said the firm is tackling issues,...

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  At Commonwealth, J.D. Power Award Won't Change Recruiting Process

  By James J. Green, AdvisorOne  |  October 26, 2010

  Andrew Daniels says he tells his recruiters "all the time" that Commonwealth Financial remains a "work in progress" despite its many honors, including a J.D. Power award.