(Marlborough, MA, January 15, 2026) DALBAR, the leading auditor of the customer service experience within the financial services industry, is pleased to reveal the esteemed recipients of the 2025 DALBAR Mutual Fund Service Award. This renowned award recognizes organizations who have demonstrated dedication to providing exceptional customer service support to their mutual fund shareholders throughout the year.
(Marlborough, MA, December 23, 2025) The 2025 DALBAR Service Awards spotlight financial firms that prioritize forging enduring client relationships while preparing for tomorrow’s challenges. This year’s honorees understand that superior service is about more than resolving issues – it’s about building trust, even as technology and client expectations continue to evolve. Redefining customer care through inventive solutions and forward-thinking strategies, the 2025 award winners have seamlessly blending technology and empathy, meeting the challenges of modern customer expectations.
DALBAR has released the newest edition of its renowned Quantitative Analysis of Investor Behavior – Variable Annuites (QAIB-VA) report.
DALBAR has released its latest Quantitative Analysis of Investor Behavior (QAIB) report, revealing that the Average Equity Investor…
DALBAR, Inc. announced the financial services firms recognized in its 2024 Mobile InSIGHT review today. This annual review…
DALBAR, the leading auditor of customer service within the financial services industry, is excited to announce the distinguished…
DALBAR, the leading auditor of customer service within the financial services industry, is excited to announce The Guardian…
Lincoln Financial takes the number one spot for annuity illustrations for the sixth year, earning DALBAR’s Pyramid of…
DALBAR, the leading auditor of customer service within the financial services industry, is excited to announce the distinguished…
