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    Welcome
    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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    QAIB 2019 Available for Pre-order
    Pre-order the 25th annual Quantitative Analysis of Investor Behavior for the period ending
    12/31/2018 and receive a free Summary of Returns report.
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    Check with DALBAR about MEPs
    Get information on Multiple Employer Plans (MEPs)
    including the DOL’s proposed changes and DALBAR’s take on open MEPs
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    Customer Experience Audit
    Deliver a Superior Standard of Care in the “Age of the Customer” through DALBAR’s CXA program.
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    Research
    Discover expert research bringing you insight into the world of financial services for
    web, mobile, e-delivery, statements, security, investor behavior and more.

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

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

Is the Index Bubble About to Burst

“One reason for the disparity (of underperformance) is that active managers don’t bet the ranch with your money,” said Boston-based DALBAR’s CEO Lou Harvey. “They hold some aside for the time when things go wrong. This protection takes away from gains, since a portion of your money is held in low-yielding cash and bonds.”

FA-Mag.com | 2/5/2019

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DALBAR study shows older women defy age and gender stereotypes when it comes to using technology to manage finances with paperless statements

Data from a recent DALBAR study that analyzed the interest in paperless statements, known as e-Delivery in the financial services industry, found that when it came to searching online for information about paperless statements, women across most age groups were more likely than men to be seeking out this service.

Morningstar | 2/19/2019

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Open MEPs could affect millions of retirement plan participants overnight

DALBAR’s Harvey: TPAs would benefit the most from Open MEPS among service providers.

The prospect of removing existing barriers to employer participation in Open Multiple Employer Plans could quickly impact millions of existing participants in small and midsized 401(k) plans.

Benefits Pro | 9/5/2018

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To the Fiduciaries Go the Spoils

The word fiduciary has caused heartburn for most advisors. It is not the promise to act in clients’ best interest that scares most advisors; it is the task of proving that this was actually done that causes the pain. How is it possible to show that the motivation behind a recommendation is the client’s interest and not the compensation the advisor earns?

ThinkAdvisor | 7/13/2018

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