WebMonitor Rankings

Life Insurance / Annuity

Each quarter DALBAR's WebMonitor team identifies the best-in-class financial services websites. The rankings below list the Top 5 industry-leading firms by market segment and quarter.

 
 
 
Life Insurance/Annuity Consumer : Q1 2018
 
 
1
TIAA
 
 
2
Fidelity
 
 
3
Thrivent Financial
 
 
4
AIG Annuities
 
 
5
Nationwide
 
 
 
 
Life Insurance/Annuity Financial Professional : Q1 2018
 
 
1
Lincoln Financial
 
 
2
AIG Annuities
 
 
3
Nationwide
 
 
4
Principal Financial
 
 
5
American General
 
 
 
 
Life Insurance/Annuity Consumer : Q4 2017
 
 
1
TIAA
 
 
2
Fidelity
 
 
3
Thrivent Financial
 
 
4
AIG Annuities
 
 
5
Nationwide
 
 
 
 
Life Insurance/Annuity Financial Professional : Q4 2017
 
 
1
Lincoln Financial
 
 
2
AIG Annuities
 
 
3
Principal Financial
 
 
4
Nationwide
 
 
5
Pacific Life
 
 
 
 
Life Insurance/Annuity Consumer : Q3 2017
 
 
1
TIAA
 
 
2
Fidelity
 
 
3
AIG Annuities
 
 
4
Thrivent Financial
 
 
5
Nationwide
 
 
 
 
Life Insurance/Annuity Financial Professional : Q3 2017
 
 
1
Lincoln Financial
 
 
2
Principal Financial
 
 
3
AIG Annuities
 
 
4
Nationwide
 
 
5
Pacific Life
 
 
 
 
Life Insurance/Annuity Consumer : Q2 2017
 
 
1
TIAA
 
 
2
Fidelity
 
 
3
AIG Annuities
 
 
4
Thrivent Financial
 
 
5
Nationwide
 
 
 
 
Life Insurance/Annuity Financial Professional : Q2 2017
 
 
1
Lincoln Financial
 
 
2
Principal Financial
 
 
3
AIG Annuities
 
 
4
Nationwide
 
 
5
Pacific Life
 
 
 
 
Life Insurance/Annuity Consumer : Q1 2017
 
 
1
TIAA
 
 
2
Fidelity
 
 
3
Thrivent Financial
 
 
4
Nationwide
 
 
5
AIG Annuities
 
 
 
 
Life Insurance/Annuity Financial Professional : Q1 2017
 
 
1
Lincoln Financial
 
 
2
Principal Financial
 
 
3
AIG Annuities
 
 
4
Pacific Life
 
 
5
American General
 
;

Mutual Fund

Each quarter DALBAR's WebMonitor team identifies the best-in-class financial services websites. The rankings below list the Top 5 industry-leading firms by market segment and quarter.

 
 
 
Mutual Fund Consumer : Q1 2018
 
 
1
Fidelity
 
 
2
Vanguard
 
 
3
TIAA
 
 
4
E*Trade
 
 
5
T. Rowe Price
 
 
 
 
Mutual Fund Financial Professional : Q1 2018
 
 
1
Putnam Investments
 
 
2
Thrivent Financial
 
 
3
Franklin Templeton
 
 
4
OppenheimerFunds
 
 
5
American Funds
 
 
 
 
Mutual Fund Consumer : Q4 2017
 
 
1
Fidelity
 
 
2
Vanguard
 
 
3
E*Trade
 
 
4
TIAA
 
 
5
T. Rowe Price
 
 
 
 
Mutual Fund Financial Professional : Q4 2017
 
 
1
Putnam Investments
 
 
2
Thrivent Financial
 
 
3
Franklin Templeton
 
 
4
OppenheimerFunds
 
 
5
American Funds
 
 
 
 
Mutual Fund Consumer : Q3 2017
 
 
1
Fidelity
 
 
2
Vanguard
 
 
3
E*Trade
 
 
4
TIAA
 
 
5
T. Rowe Price
 
 
 
 
Mutual Fund Financial Professional : Q3 2017
 
 
1
Putnam Investments
 
 
2
Thrivent Financial
 
 
3
Franklin Templeton
 
 
4
OppenheimerFunds
 
 
5
Fidelity
 
 
 
 
Mutual Fund Consumer : Q2 2017
 
 
1
Fidelity
 
 
2
Vanguard
 
 
3
TIAA
 
 
4
E*Trade
 
 
5
T. Rowe Price
 
 
 
 
Mutual Fund Financial Professional : Q2 2017
 
 
1
Putnam Investments
 
 
2
Franklin Templeton
 
 
3
Thrivent Financial
 
 
4
OppenheimerFunds
 
 
5
Fidelity
 
 
 
 
Mutual Fund Consumer : Q1 2017
 
 
1
Fidelity
 
 
2
Vanguard
 
 
3
TIAA
 
 
4
E*Trade
 
 
5
T. Rowe Price
 
 
 
 
Mutual Fund Financial Professional : Q1 2017
 
 
1
Putnam Investments
 
 
2
Franklin Templeton
 
 
3
Thrivent Financial
 
 
4
OppenheimerFunds
 
 
5
Fidelity
 
;

Defined Contribution

Each quarter DALBAR's WebMonitor team identifies the best-in-class financial services websites. The rankings below list the Top 5 industry-leading firms by market segment and quarter.

 
 
 
DC WebMonitor - Plan Participant : Q1 2018
 
 
1
TIAA
 
 
2
Principal Financial
 
 
3
VALIC
 
 
4
Wells Fargo
 
 
5
Merrill Lynch
 
 
 
 
DC WebMonitor - Plan Sponsor : Q1 2018
 
 
1
TIAA (PlanFocus)
 
 
2
Principal Financial
 
 
3
John Hancock
 
 
4
ICMA-RC
 
 
5
MassMutual
 
 
 
 
DC WebMonitor - Plan Participant : Q4 2017
 
 
1
TIAA
 
 
2
Principal Financial
 
 
3
Merrill Lynch
 
 
4
Wells Fargo
 
 
5
VALIC
 
 
 
 
DC WebMonitor - Plan Sponsor : Q4 2017
 
 
1
TIAA (PlanFocus)
 
 
2
Principal Financial
 
 
3
John Hancock
 
 
4
ICMA-RC
 
 
5
MassMutual
 
 
 
 
DC WebMonitor - Plan Participant : Q3 2017
 
 
1
TIAA
 
 
2
Principal Financial
 
 
3
Wells Fargo
 
 
4
Merrill Lynch
 
 
5
VALIC
 
 
 
 
DC WebMonitor - Plan Sponsor : Q3 2017
 
 
1
TIAA (PlanFocus)
 
 
2
Principal Financial
 
 
3
John Hancock
 
 
4
ICMA-RC
 
 
5
MassMutual
 
 
 
 
DC WebMonitor - Plan Participant : Q2 2017
 
 
1
TIAA
 
 
2
Principal Financial
 
 
3
Wells Fargo
 
 
4
Merrill Lynch
 
 
5
Voya Financial (Formerly ING Retirement Services)
 
 
 
 
DC WebMonitor - Plan Sponsor : Q2 2017
 
 
1
TIAA (PlanFocus)
 
 
2
Principal Financial
 
 
3
John Hancock
 
 
4
ICMA-RC
 
 
5
MassMutual
 
 
 
 
DC WebMonitor - Plan Participant : Q1 2017
 
 
1
TIAA
 
 
2
Transamerica
 
 
3
Merrill Lynch
 
 
4
Principal Financial
 
 
5
Wells Fargo
 
 
 
 
DC WebMonitor - Plan Sponsor : Q1 2017
 
 
1
TIAA (PlanFocus)
 
 
2
Principal Financial
 
 
3
Transamerica
 
 
4
John Hancock
 
 
5
ICMA-RC
 
;

For more information about DALBAR's Web Monitor Program, please contact Brook Halloran at 617.624.7273.

Email Brook Halloran

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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.

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