Join peer-driven forums that bring together industry leaders to address key challenges, share best practices, and influence the direction of client communications and digital engagement.
Empowering members with exclusive research, benchmarking, and conversations that redefine communication strategies.
Held three times a year, these sessions unite broker-dealer firms to discuss innovation, regulatory updates, and client reporting strategies.
PAST MEETINGSMarch 20, 2025June 12, 2025
UPCOMING MEETINGOctober 23, 2025
A biennial gathering of industry leaders focused on advancements, challenges, and opportunities in e-delivery practices.
Membership goes beyond participation—it delivers tangible advantages that equip your firm to stay ahead, strengthen performance, and influence the future of financial services.
Access DALBAR’s latest findings and analysis before they are publicly released, giving your firm a competitive edge. Members receive early intelligence on industry trends, consumer preferences, and regulatory shifts—information that can inform strategy and decision-making across your organization.
Compare your firm’s strategies, processes, and performance directly with those of top financial services providers. This benchmarking helps identify strengths, uncover improvement opportunities, and highlight where you stand in relation to industry leaders.
Learn from the real-world experiences of your peers. Members share solutions that have been tested and proven in the field, offering practical guidance you can adapt to address your own challenges in client reporting and e-delivery.
Play an active role in shaping the industry. Through discussion and collaboration, member input informs DALBAR’s recommendations and helps set benchmarks that influence how firms communicate with clients and meet compliance expectations.
Learn directly from other industry leaders facing the same challenges and opportunities.
Discussions focus on actionable steps that can be implemented right away.
Many best practices adopted across the industry originated in DALBAR board and roundtable discussions.
Become part of DALBAR’s exclusive boards and roundtables to access cutting-edge insights, collaborate with peers, and help set the direction for financial services excellence.
