Tagged: Kapil Vora

62% of Digital Retirement Plan Users Prioritize Security Over Convenience: J.D. Power

According to the J.D. Power 2025 U.S. Retirement Plan Digital Experience Study, 62% of retirement plan website and app users say security is more important than convenience regarding their overall digital experience. Moreover, account security is now one of the biggest drivers of overall customer… Read More

Younger, DIY Investors Increasingly Seeking Help From Humans, Not AI

According to the redesigned J.D. Power 2025 U.S. Investor Satisfaction Study, younger, value-conscious do-it-yourself (DIY) investors who were supposed to drive the transformation of the industry are actively seeking the guidance of live professional advisors in an increasingly uncertain economy. “For younger generations of investors who’ve… Read More

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