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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?

How to Escape the Challenges of the Best Interest Contract Exemption (BICE)  

  • Avoid deep compensation cuts
  • Reduce exposure to risk
  • Minimize changes to systems and operations
  • Increase efficiency in advice delivery

Get more details here.

Fiduciary Standards

Registered Fiduciary™ Certification

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

All you need to know about...

DoL Fiduciary Rule
Best Interest Contract Exemption





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



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