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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. -
2021 QAIB Report is Now Available!This 27th edition shows how investors reacted to market crisis in an unprecedented fashion,revealing the vital lessons for investor behavior during a time of crisis. -
e-Delivery Onboarding StudyThe e-Delivery Onboarding Study looks at the digital experience of consenting to paperless delivery and includesdata that will assist in identifying where a firm stands with respect to the digital e-Delivery experience. -
DoL's Rollover Reg Compliancewith i-LearnERISAThis online learning platform developed for financial professionals, complies with the regulations set by the SEC. -
Customer Experience AuditDeliver a Superior Standard of Care in the “Age of the Customer” through DALBAR’s CXA program.
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
4/20 Article from FA Magazine discusses DOL's Q&A on recent fiduciary rule regarding rollovers, "DOL Eyes Nuclear Option, Revisits Advisor Rollover Exemptions." - by Jamie Josephs
4/14 Regulatory Update: The DoL released two documents, giving clarification to the new fiduciary rule PTE 2020-02. 1. FAQ 2. Choosing the Right Person to Give You Investment Advice - by Jamie Josephs
4/14 DALBAR Polls: Vaccine Attitudes - Check out the results of this online survey of 3, 103 North Americans. - by Anita Lo
4/1 QAIB 2021 Now Available: Investors Reacted to Market Crisis in Unprecedented Fashion - by Cory Clark
3/25 Congrats to AIG Life & Retirement and Nationwide! Our Customer Experience Excellence Award is the highest honor, recognizing companies who are able to consistently provide a best-in-class experience across channels. - by Brendan Yeager
Quantitative Analysis of Investor Behavior ("QAIB")
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QAIB has been measuring the shortfall of the average investor for 25 years. Learn More
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News & Stories
4 Common Mistakes That Could Derail Your Retirement —and How to Avoid Them
This might be the most common mistake investors make—and unlike speculating on individual stocks or sitting on too much cash, it's a mistake that is a little harder to pin down.
When the market was at its most volatile earlier this year, ''investors did not run for the hills but they were making changes to their accounts,'' says Cory Clark, chief marketing officer of Dalbar, which found that nearly a third of investors working with traditional or robo-advisors reallocated their assets during the Covid market crisis.
Barron's | 12/11/2020
Dalbar Study Signals Bright Future For Robos
The Covid-19 market crisis was the first big test for robo-advisors, and judging from a Dalbar study comparing insights between investors with robo-advisors to those with traditional financial advisors, they scored more than a passing grade.
Investors between the ages of 31 to 45 had the greatest satisfaction with their advisor. That represented 46% of traditional investors and 69% robo-investors. Traditional investors ages 46 to 75 had relatively low satisfaction ratings with their advisor, according to the Investor Insights: COVID-19 and Robo-Advice study.
FA Magazine | 12/1/2020
Robos Slightly Outperformed Human Advisors in Client Satisfaction During Crisis: Report
Robo-advisors seem to have passed their first big test with flying colors.
Dalbar, an investment research firm, reported recently that 82% of investors it surveyed were satisfied with their robo-advisor during the market crisis brought on by the pandemic earlier this year. This compared with 71% of investors using an advisor.
ThinkAdvisor | 11/30/2020
Investors Less Likely to Heed Advice from Robo Advisers
In ''COVID-19 and Robo Advice'', a report from Dalbar, the research firm surveyed 500 investors who had worked with a human adviser and 495 who had worked with a robo adviser this year, and found many investors are more comfortable with human advisers.
Robo investors were generally less likely to follow the recommendation of their adviser than traditional investors. The only recommendation that robo investors were more likely to follow was to invest more (71% versus 68%).
PlanAdvisor | 11/24/2020
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Latest News
DALBAR Uncovers Best Practices for Remote Contact Centers
Updated: November 30DALBAR Recognizes Annuity Providers For Award-Winning Service
Updated: December 17DALBAR Awards Firms for Best-In-Class Telephone Sales Support
Updated: December 16
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