Investor Statement Rankings

Variable Annuity

Investor Statements are a critical line of communication between financial services firms and their clients. DALBAR's annual rankings indicate which firms are using this tool most effectively and efficiently to communicate with their clients.

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Mutual Fund

Investor Statements are a critical line of communication between financial services firms and their clients. DALBAR's annual rankings indicate which firms are using this tool most effectively and efficiently to communicate with their clients.

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Brokerage

Investor Statements are a critical line of communication between financial services firms and their clients. DALBAR's annual rankings indicate which firms are using this tool most effectively and efficiently to communicate with their clients.

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Defined Benefit Plan Participant

Investor Statements are a critical line of communication between financial services firms and their clients. DALBAR's annual rankings indicate which firms are using this tool most effectively and efficiently to communicate with their clients.

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Defined Contribution Plan Participant

Investor Statements are a critical line of communication between financial services firms and their clients. DALBAR's annual rankings indicate which firms are using this tool most effectively and efficiently to communicate with their clients.

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Total Retirement

Investor Statements are a critical line of communication between financial services firms and their clients. DALBAR's annual rankings indicate which firms are using this tool most effectively and efficiently to communicate with their clients.

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For more information about DALBAR's SQM Program, please contact Jamie Josephs at 617.624.7159.

Email Jamie Josephs

DALBAR, Inc. is the nation's leading financial services market research firm and performs a variety of ratings and evaluations of practices and communications that are committed to raising the standards of excellence in the financial services and healthcare industries.

With offices in both the US and Canada, DALBAR develops standards and measurement systems that improve the quality of products, service and compliance for the retirement, mutual fund, broker/dealer, discount brokerage, life insurance, healthcare and banking industries.

Latest News

DALBAR Announces the Winners of the 2019 Mutual Fund Service AwardUpdated: December 3rd
DALBAR Finds Investors Still Use Statements to Review Accounts, Second Only to OnlineUpdated: October 22nd
DALBAR Poses the Question, "Who is Right?"Updated: September 17th

About DALBAR

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DALBAR, INC. HEADQUARTERS
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Marlborough, MA 01752
Phone: 617-723-6400
Fax: 617-624-7200
Email: info@dalbar.com