Investors Using Advisors

Does having an advisor contribute to positive investing behavior? This report looks at the difference in engagement between those with and those without professional guidance, their communication preferences and online behaviors. Understanding these substantial differences can help firms prioritize enhancements and target those individuals who are active and engaged in their finances.

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DALBAR, Inc. is the nation's leading financial services market research firm and performs a variety of ratings and evaluations of practices and communications that are committed to raising the standards of excellence in the financial services and healthcare industries.

With offices in both the US and Canada, DALBAR develops standards and measurement systems that improve the quality of products, service and compliance for the retirement, mutual fund, broker/dealer, discount brokerage, life insurance, healthcare and banking industries.

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