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    DALBAR, Inc. is the financial community’s leading independent expert for evaluating, auditing
    and rating business practices, customer performance, product quality and service.
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    e-Delivery Onboarding Study
    The e-Delivery Onboarding Study looks at the digital experience of consenting to paperless delivery and includes
    data that will assist in identifying where a firm stands with respect to the digital e-Delivery experience.
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    QAIB Advisor Studio
    This online, interactive hub specifically designed for advisors gives access to
    DALBAR's renowned investor behavior related content, research and data.
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    Trends & Best Practices
    in Investor Statements Report
    The 22nd annual analysis and ranking of statements across multiple distribution channels identifies
    leading firms and highlights best-in-class features, emerging trends and innovations in client reporting.
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    Customer Experience Audit
    Deliver a Superior Standard of Care in the “Age of the Customer” through DALBAR’s CXA program.

DALBAR at a Glance

DALBAR, Inc. is the financial community’s leading independent expert for evaluating, auditing and rating business practices, customer performance, product quality and service. Launched in 1976, DALBAR has earned the recognition for consistent and unbiased evaluations of Investment companies, registered investment advisers, insurance companies, broker/dealers, retirement plan providers and financial professionals.

DALBAR awards are recognized as marks of a superior standard of care in the financial community.

About Us

What's New

3/4 Ignites article, "American Century, SS&C, Others Team Up for Target-Dates." DALBAR CEO Louis Harvey gives the thumbs up to Income America as they bring guaranteed income to 401(k) participants to help them with retirement income planning. - by Lou Harvey

2/18 DALBAR and RLC Announce Joint Venture i-LearnERISA.com to Provide Online Learning for Changing ERISA Landscape - by Jamie Josephs

2/18 Article in FA Magazine highlights free rollover classes offered by DALBAR and RLC to help advisors and financial professionals comply with new rules (PTE 2020-02) - by Jamie Josephs

2/10 New rules by the Department of Labor made recommending a rollover a fiduciary act, requiring ERISA’s duties of prudence and loyalty, and subject to its prohibited transactions. Take the One Minute Fiduciary Test to see how this might apply to you. - by Cory Clark

More of What's New

Quantitative Analysis of Investor Behavior ("QAIB")

More Content, More Value, Giving Clients Greater Perspective

QAIB has been measuring the shortfall of the average investor for 25 years. Learn More

Registered Fiduciary (RFTM)

Profit from a Superior Standard of Care

Learn more about how to become a Registered Fiduciary (RFTM)
Learn More

News & Stories

4 Common Mistakes That Could Derail Your Retirement —and How to Avoid Them

This might be the most common mistake investors make—and unlike speculating on individual stocks or sitting on too much cash, it's a mistake that is a little harder to pin down.

When the market was at its most volatile earlier this year, ''investors did not run for the hills but they were making changes to their accounts,'' says Cory Clark, chief marketing officer of Dalbar, which found that nearly a third of investors working with traditional or robo-advisors reallocated their assets during the Covid market crisis.

Barron's | 12/11/2020


Dalbar Study Signals Bright Future For Robos

The Covid-19 market crisis was the first big test for robo-advisors, and judging from a Dalbar study comparing insights between investors with robo-advisors to those with traditional financial advisors, they scored more than a passing grade.

Investors between the ages of 31 to 45 had the greatest satisfaction with their advisor. That represented 46% of traditional investors and 69% robo-investors. Traditional investors ages 46 to 75 had relatively low satisfaction ratings with their advisor, according to the Investor Insights: COVID-19 and Robo-Advice study.

FA Magazine | 12/1/2020


Robos Slightly Outperformed Human Advisors in Client Satisfaction During Crisis: Report

Robo-advisors seem to have passed their first big test with flying colors.

Dalbar, an investment research firm, reported recently that 82% of investors it surveyed were satisfied with their robo-advisor during the market crisis brought on by the pandemic earlier this year. This compared with 71% of investors using an advisor.

ThinkAdvisor | 11/30/2020


Investors Less Likely to Heed Advice from Robo Advisers

In ''COVID-19 and Robo Advice'', a report from Dalbar, the research firm surveyed 500 investors who had worked with a human adviser and 495 who had worked with a robo adviser this year, and found many investors are more comfortable with human advisers.

Robo investors were generally less likely to follow the recommendation of their adviser than traditional investors. The only recommendation that robo investors were more likely to follow was to invest more (71% versus 68%).

PlanAdvisor | 11/24/2020


DALBAR, Inc. is focused on helping our clients to build a successful business in finance.