 Open for Business DALBAR opens its doors in New York City, NY. |
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 Boston DALBAR establishes offices in Boston, MA. |
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 Consolidation Consolidates DALBAR operations in Boston, MA. |
 SQM Pioneers the measurement of service quality using a unique system that captures the actual experience of customers – now known as DALBAR's SQM programs and measuring the Mutual Fund, Retirement Plans, Annuity, Life Insurance and Financial Intermediary market place.  Publishing Publishes the Mutual Fund industry's first periodicals, including: The Journal of Mutual Fund Services; Mutual Fund Market News and others. |
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 Canada Opens branch offices in Toronto Canada. |
 Communications Evaluation Introduces measurements of communications, evaluating the effectiveness and consistency of the high volume of written materials used by financial institutions for their various customers. |
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 Personal Financial Advise Produced and published the Personal Financial Advice series, which measured the level of demand for advice and determine consumer preferences, expectations, beliefs and sources for personal financial advice. |
 Adviser Audits Received SEC No-Action letter, permitting the use of DALBAR ratings by financial professionals and launched customer based audits and evaluation of advisers. |
 Publications sold Publications sold to Thomson Financial.  Website Evaluations Evaluation of Internet Services with an initial focus on Mutual Fund and Variable Annuity consumer and professional sites. |
 TheRightAdvsier.com Joint Venture with Microsoft rolling out "The Right Advisor.com", an interactive service that was linked to Microsoft's MoneyCentral.com and used DALBAR's evaluations around key factors that produce a successful relationship between financial professionals and clients. |
 Advisory Boards Launches the Advisory Board for Financial Communications, the first in a series of topic specific forums of decision-makers within the financial services industry who are leaders in setting strategy for developing and delivering cutting edge service.  WebMonitor Launches WebMonitor, a daily evaluation of change in functionality and content at financial services companies Web sites. Begins offering Web site analysis services to financial services institutions. |
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 Pension Protection Act With the enactment of the Pension Protection Act of 2006 ("PPA") DALBAR expands its adviser audits and evaluations. |
 Fiduciary Risk Assessment Assessment of risks faced by individual retirement plan fiduciaries is added to DALBAR's repertoire of evaluations. Fiduciary Risk Assessment identifies areas of risk and changes that can be made to reduce potential liability. |
 Qualified Default Investment Alternatives DALBAR begins testing regulatory compliance of products and services intended for use as retirement plan defaults, including target date funds, target risk funds, computer models and managed account services (QDIAs). |
 Explanation of Benefits Analysis For the first time in history, the most critical health insurance communication, the explanation of benefits (EOB), will undergo a national comprehensive review. Using its decades of experience evaluating statements from all financial sectors, DALBAR, Inc. has undertaken the review.  Defined Contribution WebMonitor DALBAR introduces WebMonitor for the retirement plan market. |
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