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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. -
DALBAR's 2020 QAIB Coming SoonThe 26th Annual Quantitative Analysis of Investor Behavior will be made available on March 31, 2020.Pre-order your copy now! -
The Investor Panic
Relief Tool (i-PRT)Preparing for the next crisis:Smart Alternatives to abandoning investments in a down market -
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
2/14 Black Swan investing, just in case the #DoomEcho is ever right! If you don’t have a $5 billion fund, use i-PRT to get the protection. - by Lou Harvey
2/13 DALBAR Seeks Out Best-in-Class Annuity Illustrations: Illustrations are essential to the annuity sales process and DALBAR's recent review found Lincoln Financial to be the top provider of these communications, with New York Life, Jackson, Nationwide and Pacific Life all rounding out the top 5. - by Jared Licklider
2/11 This DoomEcho news names the coronavirus as the catalyst for correction. Don't let this virus panic investors. Calm them with i-PRT! - Jamie Josephs
2/6 DALBAR ranks financial institutions’ retirement planning. The study on client experience provides insights for all advisors - Anita Lo
2/5 DALBAR Canada has ranked the Big Five Banks assessing their level of support to Canadians worried about retirement. Congratulations to RBC who ranked #1! - by Anita Lo
Quantitative Analysis of Investor Behavior ("QAIB")
More Content, More Value, Giving Clients Greater Perspective
QAIB has been measuring the shortfall of the average investor for 25 years. Learn More
Registered Fiduciary (RFTM)
Profit from a Superior Standard of Care
Learn more about how to become a Registered Fiduciary (RFTM)Learn More
News & Stories
The Asset Allocator: Dalbar's Investor Panic-Relief Tool (Podcast)
The Asset Allocator: Dalbar's Investor Panic-Relief Tool (Podcast)
Description: For a quarter of a century, Dalbar has highlighted the problem of poor investor performance, fueled by return-chasing and panic selling; now it is offering a practical solution it calls I-PRT (Investor Panic Relief Tool). This podcast (7:15) explains that Dalbar’s solution is not to prepare investors ahead of time with education that doesn’t work, but rather to prepare the advisor ahead of time with a tool that could tilt the scales of the “fight or flight” reaction toward “fight.”
Seeking Alpha | 12/3/2019
Avoiding the Cost of Panic
Investors lose massive amounts due to panic selling in down markets. More can be done about this perennial problem.
This article identifies one critical action that can be taken to stem panic-driven losses. That action is based on a full understanding of the timing, cause and prudent use of financial instruments that can avoid much of the loss.
Advisor Perspectives | 12/2/2019
Edelman Financial Engines is bringing financial planners to small 401(k) plans
Edelman Financial Engines is bringing financial planning to participants in small 401(k) plans over the next six months as the advisory firm emerges from its recent integration and seeks to expand distribution. The firm will leverage a recently forged relationship with 401(k) administrator ADP, which caters primarily to smaller-sized workplace retirement plans, to pair financial planners with 401(k) investors.
Investment News | 9/20/2019
Your Funds: If complex solutions confuse you, stay put in scary markets
The most simplistic advice is often the best, and there’s little that is simpler or better than “Stay invested.” Countless studies have shown that investors have terrible timing, awful instincts and, accordingly, bad results. The landmark Quantitative Analysis of Investor Behavior from Dalbar Inc. has measured investment results compared to the stock market for a quarter-century, and it has repeatedly proved that investments do better than investors.
Seattle Times | 9/22/2019
, Inc. is focused on helping our clients to build a successful business in finance.
Latest News
- Putnam Investments Earns DALBAR Total Client Experience AwardUpdated: January 15th
- DALBAR Identifies Top Web Experiences for Universal Life PolicyholdersUpdated: January 14th
- DALBAR Announces 2019 Excellence In Sales Support AwardsUpdated: January 9th
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