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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. -
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. -
QAIB Advisor StudioThis online, interactive hub specifically designed for advisors gives access toDALBAR's renowned investor behavior related content, research and data. -
Trends & Best Practicesin Investor Statements ReportThe 22nd annual analysis and ranking of statements across multiple distribution channels identifiesleading firms and highlights best-in-class features, emerging trends and innovations in client reporting. -
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
12/1 ThinkAdvisor shares insights from DALBAR's latest study about robo advice during the pandemic.
11/30 DALBAR Recognizes The Best-In-Class Providers of Policyholder Service - by Jamie Josephs
11/24 Robo-Advisors Pass Their 1st Big Test - by Jamie Josephs
11/23 New Financial Factors Regulation Blocks Participant Requested Investments - by Jamie Josephs
11/16 CI Financial buys its 12th U.S. registered investment adviser (RIA) firm in less than a year. The firm wastes no time fulfilling a strategic priority to expand in the U.S. RIA sector. - by Anita Lo
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News & Stories
Opinion: Bond blowout outwits investors
Once upon a time John and Jane Public were terrible at timing the stock market. They sold stocks at the wrong time, bought them back at the wrong time, and ended up doing worse than someone who just owned the overall S&P 500 SPX, -0.07% and forgot about it. But this year, John and Jane have made a big advance. No longer are they bad just at timing the stock market. Now they’re bad at timing the bond market, as well.
Marketwatch | 6/18/2020
Fixed-Income, Target-Date Fund Investors Most Aggressive With Q1 Withdrawals
Investors in what have historically been the most conservative mutual fund asset classes were actually the most spooked into making withdrawals during the first quarter’s Covid-related market volatility, according to new research from Dalbar.
FA Magazine | 5/19/2020
Should Investors have FOMO?
Nobody knows if we have reached the turning point in the year's pandemic-induced market meltdown. The markets are not quite as scary as they were at the beginning of March when some markets lost nearly 20% of their value in a single day.
Some recoveries are rather swift, while others take a little more time, but there is one way to know when the market has reached its bottom … just kidding .... there is no way of knowing, and that's exactly why the average investor should not be bailing out of their positions when storm seas get rough.
Financial Independence Hub | 4/20/2020
Staying Steady in a Bear Market
Financial journalists tend to only write about and discuss what to do in a bear market once the bear market has begun. People are usually reactive, rather than proactive, when it comes to investing. When stocks go up, they buy more. When stocks go down, they sell. This childish behavior accounts for the dramatic differences between investor returns and investment returns extensively documented by firms such as Dalbar and Morningstar. Buying high and selling low is an all too frequently experienced investment disaster.
The Physician Philosopher | 3/21/2020
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