爱德华·斯在2026年JD Power研究中投资者满意度排名第一,而金融科技公司则在更年轻的自主投资人群中上升. Edward Jones tops 2026 JD Power study for investor satisfaction, while fintechs rise among younger self-directed investors.

爱德华·斯被评为2026年美国JD Power投资者满意度研究中顶级金融咨询公司,该调查的得分是754/1000远高于行业平均水平. Edward Jones has been named the top financial advisory firm in the 2026 JD Power U.S. Investor Satisfaction Study for advised investors, scoring 754 out of 1,000—well above the industry average. 该公司在信任,人员,产品适合性和商业便利度方面领先,这是自2021年以来首次排名第一. The firm led in trust, people, product fit, and ease of doing business, marking its first top ranking since 2021. 金融科技平台如SoFi,WeBull和Robinhood在自主投资者中越来越流行, Meanwhile, fintech platforms like SoFi, WeBull, and Robinhood are gaining ground among self-directed investors, especially younger, affluent users. 值得注意的是,目前有19%的50岁以下高净值DIY投资者计划在一年内聘用顾问,而2025年这一比例将达到10%,机器人顾问越来越多地成为人类咨询门户. Notably, 19% of high-net-worth DIY investors under 50 now plan to hire an advisor within a year, up from 10% in 2025, with robo-advisors increasingly serving as a gateway to human advice.