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Is it time to change which brokerage firm you work with? M M Vieira / Shutterstock.com
How satisfied are investors? A report from J.D. Power has some answers. The J.D. Power 2024 U.S. Self-Directed Investor Satisfaction Study is based on responses from more than 9,800 investors who make their investment decisions without a dedicated financial advisor. Among these respondents, some are DIY investors, meaning they don’t interact with an advisor at all. Others fall into the “seeking…
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