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2015 Dalbar Service Awards

The Dalbar Service Award recognizes those companies which consistently deliver a Superior Standard of Care to their customers. These award-winning firms represent the highest tier of service within the financial services and insurance industries. Congratulations to all of the 2015 Service Award winners on this momentus accomplishment.

View all of the 2015 Dalbar Service Award winners

  

 

What's New?

Best Interest Contract Exemption (BICE) Self Study 

BICE Self Study for IRAs and ERISA Plans informs the decisions that advisors and financial institutions must make regarding the recently enacted regulatory requirements. The course details BICE as well as the various alternatives and presents the steps necessary to adopt BICE and maintain a profitable practice. Read More.

Best Interest Investment Recommendations

In the era when the contractual obligation is to act in the client’s best interest, investment decisions can no longer be based on the judgement of the individual advisor or a policy of the advisor's firm. Read More.

Choices & Solutions 

Based on Fiduciary Rule, now the "law of the land," financial institutions and professionals must choose a future course of business... Read More.

Dalbar Profit-Based Pricing Model Calculator

This calculator was developed to extend the boundaries of traditional AUM pricing and instead permits advisors to determine and set a price that makes each client profitable. It is included in DALBAR’s training course on BICE. Read More


Fiduciary Standards

Creating a Successful Best Interest Contract (BICE) Practice

This brief describes the implications of BICE for financial advisor and institutions. It covers the effects on business models, small accounts, business development, marketing communications, risk management and compliance. Read More.

Registered Fiduciary™ Certification

Prepares candidates to comply with the regulatory requirements of acting as a fiduciary. Learn more

 

 

 

 

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 Upcoming
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Sep26 9/26/2016 - 9/28/2016
2016 SQM Summit

 Current
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Trends & Best Practices in Investor Statements
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Mobile InSIGHT: Innovations in the World of Apps
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