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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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    The Investor Panic
    Relief Tool (i-PRT)
    Preparing for the next crisis:
    Smart Alternatives to abandoning investments in a down market
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    DALBAR's QAIB and QAIB VA are available
    The 25th Annual Quantitative Analysis of Investor Behavior is available for purchase in our online store.
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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

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)
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News & Stories

The Asset Allocator: Dalbar's Investor Panic-Relief Tool (Podcast)

The Asset Allocator: Dalbar's Investor Panic-Relief Tool (Podcast)
Description: For a quarter of a century, Dalbar has highlighted the problem of poor investor performance, fueled by return-chasing and panic selling; now it is offering a practical solution it calls I-PRT (Investor Panic Relief Tool). This podcast (7:15) explains that Dalbar’s solution is not to prepare investors ahead of time with education that doesn’t work, but rather to prepare the advisor ahead of time with a tool that could tilt the scales of the “fight or flight” reaction toward “fight.”

Seeking Alpha | 12/3/2019

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Avoiding the Cost of Panic

Investors lose massive amounts due to panic selling in down markets. More can be done about this perennial problem.

This article identifies one critical action that can be taken to stem panic-driven losses. That action is based on a full understanding of the timing, cause and prudent use of financial instruments that can avoid much of the loss.

Advisor Perspectives | 12/2/2019


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Edelman Financial Engines is bringing financial planners to small 401(k) plans

Edelman Financial Engines is bringing financial planning to participants in small 401(k) plans over the next six months as the advisory firm emerges from its recent integration and seeks to expand distribution. The firm will leverage a recently forged relationship with 401(k) administrator ADP, which caters primarily to smaller-sized workplace retirement plans, to pair financial planners with 401(k) investors.

Investment News | 9/20/2019

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Your Funds: If complex solutions confuse you, stay put in scary markets

The most simplistic advice is often the best, and there’s little that is simpler or better than “Stay invested.” Countless studies have shown that investors have terrible timing, awful instincts and, accordingly, bad results. The landmark Quantitative Analysis of Investor Behavior from Dalbar Inc. has measured investment results compared to the stock market for a quarter-century, and it has repeatedly proved that investments do better than investors.

Seattle Times | 9/22/2019

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