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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

2006

Genworth Financial, Inc.
Service Award
Financial Intermediary Pre-Sale Service Award

2006

JPMorgan Asset Management
Service Award
Financial Intermediary Pre-Sale Service Award

2006

Putnam Investments
Service Award
Financial Intermediary Pre-Sale Service Award

2006

The Hartford
Statement Communications Seal
Government Markets (457) Consolidated Plan Sponsor Statement

2006

The Hartford
Statement Communications Seal
Government Markets (457) Plan Participant Quarterly Statement

2006

The Hartford
Statement Communications Seal
Government Markets (457) Plan Sponsor Quarterly Statement

2006

The Canada Life Assurance Company
Statement Communications Seal
Government Markets (457) Plan Sponsor Statement

2006

ICMA Retirement Corporation (ICMA-RC)
Statement Communications Seal
ICMA-RC Defined Contribution Plan Participant Voice Response System - VantageLine

2006

PNC Advisors
Statement Communications Seal
Investment Advisory & Trust Statement

2006

The Penn Mutual Life Insurance Company
Web Communications Seal
Life Insurance and Annuity Financial Professional Website

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Wondering Where Your Firm Stands?

Reach out to understand how you can earn or position for future recognition.