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:
- Leading statements of 2022
- Overall Industry Rankings for Each Distribution Channel
- Notable Statement Enhancements in 2022
- DALBAR's 2022 Review of Client Relationship Summaries
- DALBAR’s Evaluation Methodology
$4,950.00
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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