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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 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.

Best Interest Contract Solution

Regulatory changes require Broker/Dealers to adopt radically different business practices to retain current compensation and to be in compliance. 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

The Fiduciary’s Existential Role

For a fiduciary to be of value to the society, community, industry and beneficiaries of fiduciary responsibility, the fiduciary must exist. Read more

 

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Trends & Best Practices in Investor Statements
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Mobile InSIGHT: Innovations in the World of Mobile Optimized Web Sites
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