DALBAR’s Trends & Best Practices in Investor Statements is an annual evaluation and ranking of investor statements and client reporting in the following distribution channels:
- Brokerage
- Mutual funds
- Variable annuities
- Retirement plans
This comprehensive industry report includes:
- DALBAR’s 2018 Industry Perspective
- Leading statements of 2018
- 2018 Key Findings by the Numbers
- Notable Statement Enhancements in 2018
- Industry Trends and Best Practices
- Evaluation Methodology
- Industry Rankings
- Industry Standards in Content and Design
$4,700.00
Detailed assessment of a firm’s statement, identifying specific areas for improvement and providing examples of best practices for those areas
$3,950.00
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For more information about QAIB, please contact Cory Clark at 617.624.7156.
Latest News
- DALBAR Recognizes Nationwide for Outstanding Retirement Plan Customer ExperienceUpdated: January 16th
- Putnam Investments Recognized for Delivering Exceptional Total Client ExperienceUpdated: January 9th
DALBAR Announces 2018 Best-In-Class Annuity Service ProvidersUpdated: December 20th
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