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WelcomeDALBAR, Inc. is the financial community’s leading independent expert for evaluating, auditingand rating business practices, customer performance, product quality and service. -
The 2019 QAIB Reports are Available!This year, the Quantitative Analysis of Investor Behavior is providing firms even more value with a newPremium Edition along with the Standard Edition full study and Advisor Edition.Visit the QAIB Store and see which version is right for you. -
Check with DALBAR about MEPsGet information on Multiple Employer Plans (MEPs)including the DOL’s proposed changes and DALBAR’s take on open MEPs -
Customer Experience AuditDeliver a Superior Standard of Care in the “Age of the Customer” through DALBAR’s CXA program. -
ResearchDiscover expert research bringing you insight into the world of financial services forweb, mobile, e-delivery, statements, security, investor behavior and more.
at a Glance
, 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, 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.
awards are recognized as marks of a superior standard of care in the financial community.
What's New
4/23 The SEC’s Share Class Selection Disclosure Initiative provided amnesty to self-reporters. This period has ended and enforcement is underway. Fred Reish on the SEC’s enforcement of share class selection disclosure: "The quality and quantity of investment advisers’ disclosure of conflicts of interest is under the SEC’s microscope now. The SEC’s treatment of anybody they find during the enforcement investigations will be more demanding than it would have been in the [share class selection disclosure] initiative.” Be sure to get a 3rd party review of current practices and disclosures as this will no doubt be a part of SEC examinations in 2019 and beyond. –by Cory Clark
4/22 Columnist Chuck Jaffe speaks with real investors from Main Street and discovers how investor behavior described in DALBAR’s QAIB report looks and sounds in the flesh.- by Cory Clark
4/22 Many firms have reversed course in their fiduciary plans since the DoL rule was vacated. Now various state proposals are springing up to bring the conversation back into the fold. The DoL rang the fiduciary bell and thinking that it can be un-rung may be a mistake. – by Cory Clark
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News & Stories
What Happens When You Miss the Best Days in the Stock Market?
...Investment research firm Dalbar publishes an annual survey of the average investor's performance versus the benchmark. Dalbar studied retail equity and fixed-income mutual fund flows (money in and out of the fund) each month from Dec. 31, 1997 to Dec. 31, 2017 to calculate the "average investor" return. The average investor performed below average when compared to buying and holding the S&P 500 index...
Nasdaq | 4/11/2019
Bad Behavior Cost Equity-Fund Investors 5 Percentage Points in 2018: Dalbar
Most investors took it on the nose in the second half of last year — in fact an average loss of 9.42% — compared with the S&P 500, which had a loss of 4.38%, according to the annual Quantitative Analysis of Investor Behavior by Dalbar, an independent research firm. In addition, the average equity fund investor was a net withdrawer of funds — in which poor timing contributed to the loss. This information may be helpful to advisors when it comes to investor behavior.
ThinkAdvisor | 4/10/2019
Wealth Matters: Stock market ‘guru’ same as ‘charlatan’
We are all influenced by our emotions, our hopes and fears. Such is being human. But these emotions do not always lead to the best decisions. When you add our attitudes about money to the mix, the results can be quite complicated.
Daily Republic | 4/8/2019
Opinion: Investors’ widely-held beliefs about ETFs and index funds may be wrong
A new study has just shaken one of the biggest investment myths on Main Street.
An analysis of mutual fund stock trades over the past two decades has thrown into question the rationale that has sent everybody and her grandmother stampeding into low-cost index funds and exchange traded funds.
That rationale: That even skilled mutual fund managers can’t beat the stock market indices, so there’s no reason why you should pay someone extra to try.
Marketwatch | 4/7/2019
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Latest News
- Average Investor blown away by market turmoil in 2018
DALBAR study shows the Average Equity Fund Investor lost twice the money of the S&P in 2018Updated: March 25th - DALBAR study shows older women defy age and gender stereotypes when it comes to using technology to manage finances with paperless statementsUpdated: February 19th
DALBAR RECOGNIZES THE BEST ACCOUNT STATEMENTS IN FINANCIAL SERVICESUpdated: January 29th
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