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April 26, 2016 10:30 ET | Source: DALBAR, Inc.

Better Investment Recommendations equals Greater Returns? DALBAR Annual Report of Investor Returns Says Not So

Boston, April 26, 2016 (GLOBE NEWSWIRE) -- The argument has been made that regulating the practice of acting in an investor’s best interest will equate to greater returns as investors’ will...
April 20, 2016 10:00 ET | Source: DALBAR, Inc.

Death by Benchmarking (Compensation)

Boston, April 20, 2016 (GLOBE NEWSWIRE) -- As part of the Best Interest Contract Exemption (BICE), advisors are prohibited from making recommendations that will cause compensation for their...
April 11, 2016 10:42 ET | Source: DALBAR, Inc.

DOL Fiduciary Rule is the new sheriff in town, DALBAR introduces solutions to new law of the land

BOSTON, April 11, 2016 (GLOBE NEWSWIRE) -- The Fiduciary Rule is now the “Law of the Land” and financial services institutions and professionals must choose a future course of business. These...
March 30, 2016 12:09 ET | Source: DALBAR, Inc.

DALBAR Study Finds Investors Walk If Service Not Up To Snuff

BOSTON, March 30, 2016 (GLOBE NEWSWIRE) -- DALBAR recently released its study, Meeting the Needs of the High Net Worth Investor, which examined what is most important to wealthy investors when...
February 23, 2016 10:00 ET | Source: DALBAR, Inc.

AIG and Voya Simply the Best; DALBAR Announces Best Performers Across Contact Centers, Statements & Websites

BOSTON, Feb. 23, 2016 (GLOBE NEWSWIRE) -- DALBAR, Inc. announced the Top 5 Quality Rankings across the three most important customer touchpoints of financial services companies: Contact Centers,...
January 26, 2016 10:30 ET | Source: DALBAR, Inc.

DALBAR Announces Best Statements of 2015 BlackRock, Bank of America Merrill Lynch and Merrill Lynch Wealth Management Come Out on Top

BOSTON, Jan. 26, 2016 (GLOBE NEWSWIRE) -- DALBAR, Inc. released its 18th annual Trends and Best Practices in Investor Statements report which evaluates the statement’s ability to address the needs...
January 12, 2016 12:25 ET | Source: DALBAR, Inc.

Putnam Investments Earns Dalbar Total Client Experience Award

BOSTON, Jan. 12, 2016 (GLOBE NEWSWIRE) -- Dalbar announced today the 2015 winner of its Total Client Experience Award. For the fifth consecutive year, Putnam Investments was the only firm to...
January 07, 2016 14:15 ET | Source: DALBAR, Inc.

Nationwide earns 2015 DALBAR Recognition for Excellence Awards & Plan Participant Service Award

Boston, Jan. 07, 2016 (GLOBE NEWSWIRE) -- Dalbar, Inc. announced today that Nationwide’s institutional commitment to a superior standard of care earned it four Dalbar awards: Nationwide achieved ...
January 05, 2016 11:30 ET | Source: DALBAR, Inc.

Ready or Not: Here Comes BICE DALBAR Announces Tools & Training

Boston, Jan. 05, 2016 (GLOBE NEWSWIRE) -- The long disputed regulation of advice to IRA and ERISA plans appears to be ending and the requirements are likely to be put into effect within months....
December 18, 2015 10:30 ET | Source: DALBAR, Inc.

DALBAR Announces Its 2015 Insurance Service Award Winners

Boston, Dec. 18, 2015 (GLOBE NEWSWIRE) -- Today Dalbar released the 2015 winners of its annual Insurance Service Award. Guardian and Genworth emerged as customer service leaders and ranked #1...