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Trends and Best Practices in Investor Statements

Dalbar's 12th annual Trend and Brest Practices in Investor Statements Reports have just been released! These annual reports guide financial services firms in delivering statements that meet the needs of consumers and financial professionals while minimizing costs and maximizing effectiveness. The Trends and Best Practices in Investor Statements reports rank the statements of most major financial services firms according to four detailed categories. In addition, a detailed analysis of customer needs, based on extensive surveys, is included along with industry best practices and examples of best-in-class features.

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