Average Investor Shines, then Sputters at Finish Line
12 avr. 2018 11h20 HE
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DALBAR, Inc.
Marlborough, MA, April 12, 2018 (GLOBE NEWSWIRE) -- (Marlborough, MA. April 9, 2018) A study by DALBAR, Inc. shows that the average equity fund investor was able to navigate a friendly 2017 market...
DALBAR Launches Advisor Tool to Assess Cyber Defenses
09 avr. 2018 14h08 HE
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DALBAR, Inc.
Marlborough, MA, April 09, 2018 (GLOBE NEWSWIRE) -- After the massive disclosures of personal information that took place during the last five years, advisors and their clients are now exposed to...
DALBAR Report Finds Merrill Lynch, BlackRock and AIG Provide Superior Investor Statements
27 mars 2018 11h00 HE
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DALBAR, Inc.
Boston, March 27, 2018 (GLOBE NEWSWIRE) -- DALBAR’s recently released 20th Annual Trends and Best Practices in Investor Statements Report revealed that Merrill Lynch achieved the #1 position for its...
Top DC Online Enrollment Practices Identified in DALBAR Study
23 janv. 2018 14h54 HE
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DALBAR, Inc.
Boston, MA, Jan. 23, 2018 (GLOBE NEWSWIRE) -- Recognizing the impact of that first connection with one's retirement plan, DALBAR honed in on Online Enrollment processes for Defined...
Nationwide Recognized for Outstanding Retirement Plan Service
11 janv. 2018 09h00 HE
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DALBAR, Inc.
Boston, Jan. 11, 2018 (GLOBE NEWSWIRE) -- Nationwide has made an organizational commitment to providing a superior standard of care to customers across their retirement business. Today Dalbar, the...
Putnam Investments Earns 2017 DALBAR Total Client Experience Award
10 janv. 2018 11h00 HE
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DALBAR, Inc.
BOSTON, Jan. 10, 2018 (GLOBE NEWSWIRE) -- DALBAR announced today that Putnam Investments has earned the Total Client Experience Award for the seventh consecutive year. This distinction recognizes...
Top Annuity Providers Deliver Award-Winning Service in the Face of More Complex Questions
14 déc. 2017 12h43 HE
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DALBAR, Inc.
BOSTON, Dec. 14, 2017 (GLOBE NEWSWIRE) -- The last 20 years have seen an explosion of self-service options across the financial services landscape. Annuities are no exception, as first websites, and...
2017 Is a Year of Firsts for DALBAR’s Insurance Service Award
13 déc. 2017 13h45 HE
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DALBAR, Inc.
BOSTON, Dec. 13, 2017 (GLOBE NEWSWIRE) -- For the last 15 years, DALBAR has been monitoring and benchmarking the quality of service policyholders receive when calling their life, long-term care, and...
Telephone Service Matters to Financial Advisors, Here’s who does it best
11 déc. 2017 13h30 HE
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DALBAR, Inc.
BOSTON, Dec. 11, 2017 (GLOBE NEWSWIRE) -- Even with all of the modern tools at their disposal, financial advisors rely on the contact centers of the financial service providers they work with to...
Top Mutual Fund Contact Centers Maintain Exceptional Service While Adapting to the Fiduciary Rule
30 nov. 2017 10h48 HE
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DALBAR, Inc.
BOSTON, Nov. 30, 2017 (GLOBE NEWSWIRE) -- In 2017, the Department of Labor’s Fiduciary Rule created new pressures for mutual fund contact centers by redefining what constitutes a fiduciary act more...