DALBAR’s 28th Annual Trends & Best Practices is a comprehensive look at how top firms are communicating, based on our full industry review.

The full report covers all four account types: brokerage, mutual fund, defined contribution, and variable annuity. It’s the resource your team can use to stay ahead of where industry standards are heading next, gain insight into how other firms tackle data presentation, and continue strengthening what’s already working.

This report contains:

• A complete ranking of all statements reviewed, including scores and industry benchmarks.
• A look at what makes a leading statement and differentiators concerning specific data and statement sections.
• Best-in-class examples from brokerage, mutual fund, defined contribution, and annuity statements spotlighting leading practices.

The statement is a powerful touchpoint relied on by investors and firms. Find out how your statement compares to the industry.

Price: $8,500