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    Welcome
    DALBAR, Inc. is the financial community’s leading independent expert for evaluating, auditing
    and rating business practices, customer performance, product quality and service.
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    DALBAR's QAIB Presents:
    The VA Breakthrough
    Answering the Attack on Fees - variable annuities have not been able to effectively respond to
    the blistering criticism of high fees and surrender charges...
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    DALBAR's Advisor Recruitment Study
    How is the Financial Services industry attracting the next wave of advisor talent?
    Get unprecedented insight into the advisor recruitment marketplace.
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    Customer Experience Audit
    Deliver a Superior Standard of Care in the “Age of the Customer” through DALBAR’s CXA program.
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    Research
    Discover expert research bringing you insight into the world of financial services for
    web, mobile, e-delivery, statements, security, investor behavior and more.

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.

About Us

Dalbar, Inc. Business Review

What's New

7/18 Fixed income investment owners are not getting the most out of their investments according to a recent Fidelity Investments survey. Retiring or near retirement Americans seem to be lacking knowledge regarding the basic principles of fixed income investments such as where these types of investments can be purchased or what happens at maturity date. - Brooke Halloran

7/15 Amundi Pioneer has unveiled a newly redesigned website with improved navigation and additional fund pricing and performance data.  The improved online experience also includes updated fund fact sheets, news releases and market commentary. - Brooke Halloran

7/12 Enhancing the ease of conducting financial activities on the go, ICMA-RC has added facial and touch recognition to its mobile app.  The updated app also offers plan participants a fresh new look and a more user-friendly interface. - Brooke Halloran

7/11 CMO Cory Clark is quoted on the DALBAR study in the Chicago Tribune's Ask Kip article. - Jamie Josephs

7/10 Pamela Yellen, a New York Times best-selling author cites the DALBAR study in explaining why the average investor's annual return is lagging inflation. - Jamie Josephs

6/17 Eaton Vance introduced a new tax calculator that supports both shareholders and advisors.  The calculator is designed to help the shareholder gain a more complete understanding of the taxes they pay on investments.  Many factors are taken into consideration such as income level, tax filing status,geographical residence and more.  The new calculator allows for a comparison of after-tax income and evaluates any tax consequences from selling securities. - Brooke Halloran

6/17 Article from CNBC Make It mentions DALBAR's Quantitative Analysis of Investor Behavior in, "How to take advantage of all the uncertainty with the stock market". - Jamie Josephs

More of What's New

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

How to take advantage of all the uncertainty with the stock market

As the market soured in the final months of the year, investors pulled funds to mitigate losses, according to DALBAR's 2018 Investor Behavior Study, ...

CNBC | 6/16/2019

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The signal for avoiding market’s next painful downturn comes from within

...But after reading my column last week about the Dalbar Quantitative Analysis of Investor Behavior study showing just how lousy investor timing was in 2018, he wanted help to improve his timing...

The Seattle Times | 4/10/2019

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Investors are losing thousands trying to 'time' the market

Dalbar also found that over a 30-year period it gets worse — the average investor loses almost 6 percent a year compared with the market's return.

NY Post | 5/5/2019

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The signal for avoiding market’s next painful downturn comes from within

...But after reading my column last week about the Dalbar Quantitative Analysis of Investor Behavior study showing just how lousy investor timing was in 2018, he wanted help to improve his timing...

The Seattle Times | 4/10/2019

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