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DALBAR's 22nd Annual
Quantitative Analysis of Investor Behavior (QAIB)

Available for purchase now!

DALBAR’s Quantitative Analysis of Investor Behavior (QAIB) has been measuring the effects of investor decisions to buy, sell and switch into and out of mutual funds over both short and long-term time frames. The results consistently show that the average investor earns less – in many cases, much less – than mutual fund performance reports would suggest.

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All you need to know about...

DoL Fiduciary Rule 
Latest news, insights, and interpretation of the conflict of interest rule (COIR)

Best Interest Contract Exemption (BICE)
Ideas and support for dealing with the intricacies of the latest examption

Bits and Pieces
Help in avoiding the risks and traps of COIR and BICE

What's New?

How to Escape the Challenges of the Best Interest Contract Exemption (BICE)  

  • Avoid deep compensation cuts
  • Reduce exposure to risk
  • Minimize changes to systems and operations
  • Increase efficiency in advice delivery

Get more details here.

Fiduciary Standards

Registered Fiduciary™ Certification

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




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



e-Delivery Benchmarks Study
Order Report Learn More
Mobile InSIGHT: Innovations in the World of Optimized Web Sites
Order Report Sample Report

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