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DALBAR's 22nd Annual
Quantitative Analysis of Investor Behavior (QAIB)

Available for purchase now!

DALBAR’s Quantitative Analysis of Investor Behavior (QAIB) has been measuring the effects of investor decisions to buy, sell and switch into and out of mutual funds over both short and long-term time frames. The results consistently show that the average investor earns less – in many cases, much less – than mutual fund performance reports would suggest.

Learn More.

  

 

All you need to know about...

DoL Fiduciary Rule 
Latest news, insights, and interpretation of the conflict of interest rule (COIR)

Best Interest Contract Exemption (BICE)
Ideas and support for dealing with the intricacies of the latest exemption

Bits and Pieces
Help in avoiding the risks and traps of COIR and BICE

What's New?

Assessing Compensation Reasonableness

The 21st century ushered in a witch hunt to find and punish advisers who take unfair advantage of consumers by charging unreasonable fees.  Advisers are faced with threats to retirement business from several directions.  Answering these threats requires a course of action that recognizes and enhances the value that advisers do provide.  Learn more about the threats and the actions that can be taken.

The Work Behind BICE Paperwork 

This paper summarizes the activities necessary to support the promises and disclosures required for those who choose BICE. Access paper here.

Fiduciary Standards

Registered Fiduciary™ Certification

Prepares candidates to comply with the regulatory requirements of acting as a fiduciary. Learn more

 

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 Upcoming
         Events
 

Sep26 9/26/2016 - 9/28/2016
2016 SQM Summit

 Current
       Studies

 

e-Delivery Benchmarks Study
Order Report Learn More
 
Mobile InSIGHT: Innovations in the World of Optimized Web Sites
Order Report Sample Report


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