Edward Jones has taken the top spot for overall satisfaction among advised investors in a new JD Power survey, even as fintech platforms gain ground with younger, self-directed clients and more of ...

As digital-native Gen Y 1 starts to enter its peak earning years and Gen Z starts to contemplate longer-term savings, client perceptions of what makes a truly stand-out investor experience are ...

Traditional wealth management firms can tap into a "gateway" of younger clients — but only if they offer technology tools similar to those of upstart do-it-yourself (DIY) firms, a new study said. The ...

SoFi Invest is recognized for delivering award-winning Do-it-Yourself (DIY) digital investing experience, earning the highest Overall Satisfaction score among a new generation of investors. SoFi ...