Is the Index Bubble About to Burst

“One reason for the disparity (of underperformance) is that active managers don’t bet the ranch with your money,” said Boston-based DALBAR’s CEO Lou Harvey. “They hold some aside for the time when things go wrong. This protection takes away from gains, since a portion of your money is held in low-yielding cash and bonds.”

FA-Mag.com | 2/5/2019

DALBAR study shows older women defy age and gender stereotypes when it comes to using technology to manage finances with paperless statements

Data from a recent DALBAR study that analyzed the interest in paperless statements, known as e-Delivery in the financial services industry, found that when it came to searching online for information about paperless statements, women across most age groups were more likely than men to be seeking out this service.

Morningstar | 2/19/2019

Open MEPs could affect millions of retirement plan participants overnight

DALBAR’s Harvey: TPAs would benefit the most from Open MEPS among service providers.

The prospect of removing existing barriers to employer participation in Open Multiple Employer Plans could quickly impact millions of existing participants in small and midsized 401(k) plans.

Benefits Pro | 9/5/2018