Welcome to DALBAR

DALBAR at a Glance

DALBAR, Inc. is the financial community’s leading independent expert for evaluating, auditing and rating business practices, customer performance, product quality and service. Launched in 1976, DALBAR has earned the recognition for consistent and unbiased evaluations of Investment companies, registered investment advisers, insurance companies, broker/dealers, retirement plan providers and financial professionals.

DALBAR awards are recognized as marks of a superior standard of care in the financial community.

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What's New

6/21 The race to the bottom continues, will quality follow? Declining mutual fund costs in 401(k) plans will lower benchmarks, putting plan sponsors at risk. Rather than chasing a shrinking benchmark, plan sponsors should place an economic value on plan services to draw their own line in the sand. - by Cory Clark

6/20 Despite solid investment returns in the past couple of years, only 55% of High Net Worth individuals connect strongly with their wealth manager according to the 2018 World Wealth Report, a leading benchmark that tracks the wealth of High Net Worth individuals and the global and economic conditions that drive change in the Wealth Management industry. -by Anita Lo

6/19 Nationwide touts their multiple DALBAR Plan Participant Service Award wins in a new video highlighting many of the great things they are doing with their Retirement business. - By Brendan Yeager

6/19 New! Mobile InSIGHT Report: Innovations in the World of Mobile Optimized Web Sites. Ask us about our mobile seal award! - by Jamie Josephs

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Quantitative Analysis of Investor Behavior ("QAIB")

QAIB has been measuring the shortfall of the average investor for 25 years. Learn M??ore

Registered Fiduciary (RF^TM)

Profit from a Superior Standard of Care

Learn more about how to become a Registered Fiduciary (RF^TM)
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News & Stories

Complacency Is Weakest Cybersecurity Link: Dalbar/ThinkAdvisor Study

Despite the increasing fear Americans have of personal and financial information being stolen, most financial-services firms have been complacent on updating or implementing state of the art — or even basic — cybersecurity technology, according to a recent study by Dalbar/ThinkAdvisor entitled “The State of Authentication in Financial Services.”

ThinkAdvisor | 4/4/2018

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How Scottrade Could Have Avoided DOL Rule Charges

Scottrade made a bet that the Labor Department's fiduciary rule wouldn't be enforced. It lost. But, for now, there's another way firms can keep their sales incentives.

ThinkAdvisor | 2/23/2018

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Are Advisors’ Cyberdefenses Strong Enough? Dalbar-ThinkAdvisor Survey Seeks Answers

...“Authentication is now the primary defense, since the felons have already stolen the data,” said Lou Harvey, CEO of Dalbar, an independent financial-services market research firm, in an interview with ThinkAdvisor....

ThinkAdvisor | 1/19/2018

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Statistics About Indexing's Advantage May Be Lying To You: Financial Advisors' Daily Digest

A new study by Dalbar finds that passive funds achieve higher returns, but active fund investors are better behaved and may actually come out ahead over the long term.

Seeking Alpha | 2/28/2017

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DALBAR, Inc. is focused on helping our clients to build a successful business in finance.

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DALBAR, Inc. is the nation's leading financial services market research firm and performs a variety of ratings and evaluations of practices and communications that are committed to raising the standards of excellence in the financial services and healthcare industries.

With offices in both the US and Canada, DALBAR develops standards and measurement systems that improve the quality of products, service and compliance for the retirement, mutual fund, broker/dealer, discount brokerage, life insurance, healthcare and banking industries.

Latest News

Best Interest Contract ExemptionUpdated: October 16th
Department of Labor Fiduciary Rule Updated: February 9th
Bits & Pieces: Tips and Ideas About the Fiduciary Rule Updated: November 9th

About DALBAR

Contact Us

DALBAR, INC. HEADQUARTERS
2 Mount Royal Avenue, Suite 250
Marlborough, MA 01752
Phone: 617-723-6400
Fax: 617-624-7200
Email: info@dalbar.com