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2026 QAIB Full Study

Recognition That

Defines Excellence

DALBAR‘s prestigious award honor firms delivering outstanding client service, innovation and operational excellence. Our awards go beyond accolades—they are independent benchmarks of industry leadership.

 

Rooted in rigorous, research-based criteria, they reinforce brand credibility and highlight client achievements.

 

Explore how these distinctions affirm performance excellence and position firms for strategic advantage.

How It Works

Awards at a Glance​

Winning a DALBAR award goes beyond recognition—it represents the highest standard of excellence in financial services. Every award is grounded in independent, research-based evaluations, ensuring that only firms who truly meet or exceed industry benchmarks earn this distinction.

Why It Matters

Third-Party Validation

Awards confirmed through independent, expert review.

Brand Differentiation

Recognition that elevates visibility and credibility with clients and regulators.

Team Motivation

Celebrates excellence and boosts morale with tangible recognition.

Recipients

Year
Company
Award
Award Title

2016

Guardian
Recognition for Excellence
Seal of Excellence for Agent Interactions – Disability Income New Business

2016

Guardian
Recognition for Excellence
Seal of Excellence for Agent Interactions – Disability Income Underwriting

2016

BNY Mellon
Recognition for Excellence
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Delaware Investments Shareholders

2016

BNY Mellon
Recognition for Excellence
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Legg Mason Shareholders

2016

BNY Mellon
Recognition for Excellence
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Pacific Funds Shareholders

2016

BNY Mellon
Recognition for Excellence
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Tweedy, Browne & Co. Funds Shareholders

2016

Nationwide
Recognition for Excellence
Seal of Excellence in Email Correspondence with Retirement Plan Sponsors and Third Party Administrators

2016

Nationwide
Recognition for Excellence
Seal of Excellence in Telephone Support for New Retirement Plan Implementation

2016

Nationwide
Recognition for Excellence
Seal of Excellence in Telephone Support for New Retirement Plan Implementation & Conversions

2016

TIAA
Mobile Communications Seal
TIAA (iOS/Android)

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