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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. -
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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
9/18 DALBAR's "Un-Panicking Investors" strategy is explained by Chuck Jaffe in the Richmond Times-Dispatch. - by Jamie Josephs
9/18 Lou Harvey is quoted in Investment News article, "Edelman Financial Engines is bringing financial planners to small 401(k) plans". - by Jamie Josephs
9/17 Podcast: Lou Harvey from DALBAR Inc. discusses a strategy that should help investors stay put, literally, in the next market downturn on Money Life with Chuck Jaffe - by Jamie Josephs
9/17 Press Release: DALBAR Poses the Question, "Who is Right?" We live in a world where information is at our fingertips and sometimes, the bombardment of too much information can lead to erratic behavior and panic.- by Jamie Josephs
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News & Stories
The Asset Allocator: Dalbar's Louis Harvey On What Drives Investors To Lose Money (Podcast)
Investment consultancy Dalbar’s latest research suggests that it is a mistake for advisors to assume that investors have a static risk tolerance. To the contrary, it changes constantly – on the basis of both market conditions and the client’s constantly shifting personal status. In this podcast interview (14:07), Dalbar’s Louis Harvey suggests that advisors need to constantly assess and re-assess their clients' risk tolerance, and engage in behavioral coaching accompanying a tolerable asset allocation.
Seeking Alpha | 8/7/2019
The Asset Allocator: Of Models And Marketing (Podcast)
This podcast (6:33) relates some examples of adulated investors who turned out to be in the main great marketers, and draws attention to a hard-to-market investment with which many investors have actually succeeded. The moral of the story is for advisors to focus firmly on keeping their clients invested for long-term success. Incidentally, a Dalbar study shows that a particularly hated model has been more helpful to investors than models that are more successfully marketed.
Seeking Alpha | 8/1/2019
You’re making big financial mistakes – and it’s your brain’s fault
Since 1988, the stock market’s average return has been 10% per year. But stock fund investors have earned only 4.1% per year, according to Dalbar’s Quantitative Analysis of Investor Behavior.
CNBC | 8/1/2019
Investors Are Usually Wrong. I’m One of Them.
Forget about getting everything right. Most people are so consistently wrong that merely avoiding major errors is enough to set you apart from the pack.
That is the message in the latest data from Dalbar, a Massachusetts research firm that has been studying the behavior of mutual fund investors for 25 years.
New York Times | 7/6/2019
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Latest News
- Calling All Statements! Be Recognized in DALBAR's 22nd Annual Trends and Best Practices in Investor Statements ReportUpdated: August 13th
- Financial Services Firms Achieve the DALBAR Superior Standard of Care for Defined Contribution Digital ExperiencesUpdated: August 6th
- Tech-savvy Women are Leading the Way in Paperless Management of Finances, DALBAR Study ShowsUpdated: July 16th
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