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Investor Statement Rankings

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  • 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.

 
 
 
Variable Annuity 2023
 
 
1
Corebridge
 
 
2
Lincoln Financial
 
 
3
Jackson
 
 
4
Equitable
 
 
5
Pacific Life
 
 
 
 
Variable Annuity 2022
 
 
1
Corebridge Financial
 
 
2
Lincoln Financial Group
 
 
3
Jackson
 
 
4
AXA
 
 
5
Pacific Life
 
 
 
 
Variable Annuity 2021
 
 
1
AIG Annuities
 
 
2
Lincoln Financial Group
 
 
3
AXA
 
 
4
Pacific Life
 
 
5
Thrivent
 
 
 
 
Variable Annuity 2020
 
 
1
AIG Annuities
 
 
2
Lincoln Financial Group
 
 
3
AXA
 
 
4
Pacific Life
 
 
5
Thrivent Financial
 
 
 
 
Variable Annuity 2019
 
 
1
AIG
 
 
2
Lincoln Financial Group
 
 
3
Pacific Life
 
 
4
AXA
 
 
5
Thrivent Financial
 
 
 
 
Variable Annuity 2018
 
 
1
AIG
 
 
2
Thrivent Financial
 
 
3
Jackson National
 
 
4
Pacific Life
 
 
5
Protective
 
 
 
 
Variable Annuity 2017
 
 
1
AIG
 
 
2
Thrivent Financial
 
 
3
THE HARTFORD
 
 
4
Protective
 
 
5
Pacific Life
 
 
 
 
Variable Annuity 2016
 
 
1
AIG
 
 
2
Thrivent Financial
 
 
3
The Hartford
 
 
4
Pacific Life
 
 
5
Protective
 
 
 
 
Variable Annuity 2015
 
 
1
AIG
 
 
2
AXA Equitable
 
 
3
Thrivent Financial
 
;

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.

 
 
 
Mutual Fund 2023
 
 
1
BlackRock
 
 
2
Voya
 
 
3
Invesco
 
 
4
Federated Hermes
 
 
5
John Hancock
 
 
 
 
Mutual Fund 2022
 
 
1
BlackRock
 
 
2
Voya
 
 
3
Invesco
 
 
4
Federated Hermes
 
 
5
American Funds
 
 
 
 
Mutual Fund 2021
 
 
1
BlackRock
 
 
2
Voya
 
 
3
Invesco
 
 
4
American Funds
 
 
5
Federated Hermes
 
 
 
 
Mutual Fund 2020
 
 
1
BlackRock
 
 
2
Voya
 
 
3
Invesco
 
 
4
American Funds
 
 
5
Federated Hermes
 
 
 
 
Mutual Fund 2019
 
 
1
BlackRock
 
 
2
VOYA Investment Management
 
 
3
Invesco
 
 
4
American Funds
 
 
5
Federated Funds
 
 
 
 
Mutual Fund 2018
 
 
1
BlackRock
 
 
2
VOYA Investment Management
 
 
3
Invesco
 
 
4
American Funds
 
 
5
Federated Funds
 
 
 
 
Mutual Fund 2017
 
 
1
BlackRock
 
 
2
VOYA Investment Management
 
 
3
American Funds
 
 
4
Invesco
 
 
5
Federated Funds
 
 
 
 
Mutual Fund 2016
 
 
1
BlackRock
 
 
2
VOYA Investment Management
 
 
3
American Funds
 
 
4
Invesco
 
 
5
Transamerica
 
 
 
 
Mutual Fund 2015
 
 
1
BlackRock
 
 
2
VOYA Investment Management
 
 
3
Invesco
 
 
4
American Funds
 
 
5
Waddell & Reed
 
 
 
 
Mutual Fund 2014
 
 
1
BlackRock
 
 
2
Invesco
 
 
3
VOYA Investment Management
 
 
4
Waddell & Reed
 
 
5
American Funds
 
 
 
 
Mutual Fund 2013
 
 
1
BlackRock
 
 
2
Lord Abbett
 
 
3
Transamerica
 
 
4
Invesco
 
 
5
Federated Funds
 
 
 
 
Mutual Fund 2012
 
 
1
Lord Abbett
 
 
1
Blackrock
 
 
3
Transamerica IDEX
 
 
4
Federated Funds
 
 
5
INVESCO
 
 
 
 
Mutual Fund 2011
 
 
1
Blackrock
 
 
2
Lord Abbett
 
 
3
Federated Funds
 
 
4
Wadell & Reed
 
 
5
John Hancock
 
 
 
 
Mutual Fund 2010
 
 
1
Blackrock
 
 
2
Lord Abbett
 
 
3
Federated Funds
 
 
4
Wadell & Reed
 
 
 
 
Mutual Fund 2009
 
 
1
Blackrock
 
 
2
Federated Funds
 
 
3
SEI
 
 
4
Wadell & Reed
 
 
5
MFS
 
 
 
 
Mutual Fund 2008
 
 
1
Blackrock
 
 
2
Federated Funds
 
 
3
OppenheimerFunds
 
 
4
Principal Financial
 
 
5
American Century
 
 
 
 
Mutual Fund 2007
 
 
1
Blackrock
 
 
2
Thrivent Financial
 
 
3
American Century
 
 
4
Federated Funds
 
 
5
OppenheimerFunds
 
 
 
 
Mutual Fund 2006
 
 
1
MFS
 
 
2
Blackrock
 
 
3
Thrivent Financial
 
 
4
American Century
 
 
5
OppenheimerFunds
 
;

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.

 
 
 
Brokerage 2023
 
 
1
Pershing
 
 
2
Merrill
 
 
3
Morgan Stanley
 
 
4
Edward Jones
 
 
5
Raymond James
 
 
 
 
Brokerage 2022
 
 
1
Pershing
 
 
2
Merrill
 
 
3
Morgan Stanley
 
 
4
Edward Jones
 
 
5
Raymond James
 
 
 
 
Brokerage 2021
 
 
1
Pershing
 
 
2
Merrill
 
 
3
Morgan Stanley
 
 
4
Edward Jones
 
 
5
Raymond James
 
 
 
 
Brokerage 2020
 
 
1
Pershing
 
 
2
Merrill
 
 
3
Morgan Stanley
 
 
4
Edward Jones
 
 
5
Raymond James
 
 
 
 
Brokerage 2019
 
 
1
Pershing
 
 
2
Merrill
 
 
3
Morgan Stanley
 
 
4
Edward Jones
 
 
5
Raymond James
 
 
 
 
Brokerage 2018
 
 
1
Pershing
 
 
2
Merrill Lynch
 
 
3
Morgan Stanley
 
 
4
Edward Jones
 
 
5
Raymond James
 
 
 
 
Brokerage 2017
 
 
1
Merrill Lynch
 
 
2
Pershing
 
 
3
Morgan Stanley
 
 
4
Edward Jones
 
 
5
Baird
 
 
 
 
Brokerage 2016
 
 
1
Merrill Lynch
 
 
2
Pershing
 
 
3
Morgan Stanley
 
 
4
Edward Jones
 
 
5
Raymond James
 
 
 
 
Brokerage 2015
 
 
1
Merrill Lynch
 
 
2
Edward Jones
 
 
3
Pershing
 
 
4
Morgan Stanley
 
 
5
Raymond James
 
 
 
 
Brokerage 2014
 
 
1
Edward Jones
 
 
2
Pershing
 
 
3
Morgan Stanley
 
 
4
Raymond James
 
 
5
Merrill Lynch
 
 
 
 
Brokerage 2013
 
 
1
Pershing
 
 
2
Morgan Stanley
 
 
3
Merrill Lynch
 
 
4
Raymond James
 
 
5
Edward Jones
 
 
 
 
Brokerage 2012
 
 
1
Morgan Stanley Smith Barney
 
 
2
Pershing
 
 
3
Merrill Lynch
 
 
4
Raymond James
 
 
5
National Financial
 
 
 
 
Brokerage 2011
 
 
1
Morgan Stanley Smith Barney
 
 
2
Pershing
 
 
3
Merrill Lynch
 
 
4
Raymond James
 
 
5
Baird
 
 
 
 
Brokerage 2010
 
 
1
Morgan Stanley Smith Barney
 
 
2
Merrill Lynch
 
 
3
Pershing
 
 
4
Raymond James
 
 
5
Edward Jones
 
 
 
 
Brokerage 2009
 
 
1
Pershing
 
 
2
Edward Jones
 
 
3
Morgan Stanley Smith Barney
 
 
4
Raymond James
 
 
5
UBS Financial Services
 
 
 
 
Brokerage 2008
 
 
1
Pershing
 
 
2
Edward Jones
 
 
3
LPL
 
 
4
Merrill Lynch
 
 
5
UBS Financial Services
 
 
 
 
Brokerage 2007
 
 
1
Edward Jones
 
 
2
Merrill Lynch
 
 
3
Raymond James
 
 
4
Pershing
 
 
5
Baird
 
 
 
 
Brokerage 2006
 
 
1
Merrill Lynch
 
 
2
Edward Jones
 
 
3
Pershing
 
 
4
Baird
 
 
5
National Financial
 
;

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.

 
 
 
Defined Contribution 2023
 
 
1
Merrill
 
 
2
Principal
 
 
3
American Funds
 
 
4
TIAA
 
 
5
Voya
 
 
 
 
Defined Contribution Plan Participant 2022
 
 
1
Merrill
 
 
2
Securian Financial
 
 
3
Principal Financial
 
 
4
American Funds
 
 
5
TIAA
 
 
 
 
Defined Contribution Plan Participant 2021
 
 
1
Merrill
 
 
2
Prudential Financial
 
 
3
MassMutual
 
 
4
Securian Financial
 
 
5
Principal
 
 
 
 
Defined Contribution Plan Participant 2020
 
 
1
Merrill
 
 
2
Prudential Financial
 
 
3
MassMutual
 
 
4
Securian Financial
 
 
5
Principal Financial
 
 
 
 
Defined Contribution Plan Participant 2019
 
 
1
Merrill
 
 
2
Prudential Financial
 
 
3
MassMutual
 
 
4
Principal Financial Group
 
 
5
Securian Financial
 
 
 
 
Defined Contribution Plan Participant 2018
 
 
1
Merrill Lynch
 
 
2
Prudential Financial
 
 
3
MassMutual
 
 
4
Principal Financial Group
 
 
5
Securian
 
 
 
 
Defined Contribution Plan Participant 2017
 
 
1
Merrill Lynch
 
 
2
Prudential Financial
 
 
3
MassMutual
 
 
4
Principal Financial Group
 
 
5
Securian
 
 
 
 
Defined Contribution Plan Participant 2016
 
 
1
Bank of America Merrill Lynch
 
 
2
Prudential Financial
 
 
3
MassMutual
 
 
4
Principal Financial Group
 
 
5
Securian
 
 
 
 
Defined Contribution Plan Participant 2015
 
 
1
Merrill Lynch
 
 
2
Prudential Financial
 
 
3
MassMutual
 
 
4
T. Rowe Price
 
 
5
Principal Financial Group
 
 
 
 
Defined Contribution Plan Participant 2014
 
 
1
Merrill Lynch
 
 
2
Prudential Financial
 
 
3
MassMutual
 
 
4
Principal Financial Group
 
 
5
T.Rowe Price
 
 
 
 
Defined Contribution Plan Participant 2013
 
 
1
Merrill Lynch
 
 
2
Prudential Financial
 
 
3
MassMutual
 
 
4
Securian
 
 
5
T.Rowe Price
 
 
 
 
Defined Contribution Plan Participant 2012
 
 
1
Merrill Lynch
 
 
2
Prudential Financial
 
 
3
MassMutual
 
 
4
Securian
 
 
5
T.Rowe Price
 
 
 
 
Defined Contribution Plan Participant 2011
 
 
1
Merrill Lynch
 
 
2
Principal Financial
 
 
3
T.Rowe Price
 
 
4
MassMutual
 
 
5
Diversified
 
 
 
 
Defined Contribution Plan Participant 2010
 
 
1
THE HARTFORD
 
 
2
Merrill Lynch
 
 
3
BNY Mellon
 
 
4
T.Rowe Price
 
 
5
Prudential Financial
 
 
 
 
Defined Contribution Plan Participant 2009
 
 
1
Prudential Financial
 
 
2
T.Rowe Price
 
 
3
THE HARTFORD
 
 
4
PNC Global Investment Servicing
 
 
5
Merrill Lynch
 
 
 
 
Defined Contribution Plan Participant 2008
 
 
1
Prudential Financial
 
 
2
Prudential Summary Statement 2
 
 
3
Merrill Lynch
 
 
4
THE HARTFORD
 
 
 
 
Defined Contribution Plan Participant 2007
 
 
1
Merrill Lynch
 
 
2
PFPC
 
 
3
T.Rowe Price
 
 
4
Securian
 
 
5
Principal Financial
 
 
 
 
Defined Contribution Plan Participant 2006
 
 
1
Securian
 
 
2
Merrill Lynch
 
 
3
PFPC
 
 
4
T.Rowe Price
 
;

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.

 
 
 
Total Retirement 2023
 
 
1
Merrill
 
 
2
Prudential
 
 
3
MassMutual
 
 
4
Principal
 
 
5
TIAA
 
 
 
 
Total Retirement Plan Participant 2022
 
 
1
Merrill
 
 
2
Prudential Financial
 
 
3
MassMutual
 
 
4
Principal Financial Group
 
 
5
TIAA
 
;

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