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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.

  

 

What's New?

Best Interest Contract Exemption (BICE) Self Study 

BICE Self Study for IRAs and ERISA Plans informs the decisions that advisors and financial institutions must make regarding the recently enacted regulatory requirements. The course details BICE as well as the various alternatives and presents the steps necessary to adopt BICE and maintain a profitable practice. Read More.

Best Interest Investment Recommendations

In the era when the contractual obligation is to act in the client’s best interest, investment decisions can no longer be based on the judgement of the individual advisor or a policy of the advisor's firm. Read More.

Choices & Solutions 

Based on Fiduciary Rule, now the "law of the land," financial institutions and professionals must choose a future course of business... Read More.

Dalbar Profit-Based Pricing Model Calculator

This calculator was developed to extend the boundaries of traditional AUM pricing and instead permits advisors to determine and set a price that makes each client profitable. It is included in DALBAR’s training course on BICE. Read More


Fiduciary Standards

Creating a Successful Best Interest Contract (BICE) Practice

This brief describes the implications of BICE for financial advisor and institutions. It covers the effects on business models, small accounts, business development, marketing communications, risk management and compliance. Read More.

Registered Fiduciary™ Certification

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

 

 

 

 

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

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