Made for the average investor and designed exclusively to be a client facing communication, this version includes the rights to redistribute printed or electronic copies of the complete report to investor clients.

Notwithstanding the forgoing, the Advisor Edition does not include the rights to replicate or reproduce any part of this report without purchase of the copyrights.


This add-on to the Advisor Edition grants purchasers of the copyrights full permission to incorporate certain materials contained within the Advisor Edition into other works on the condition that Licensee makes required regulatory disclosures and sources QAIB and DALBAR as appropriate.

Note: You must also purchase the QAIB Advisor Edition report



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For more information about DALBAR's QAIB, please contact Cory Clark at 617.624.7156.