News from dalbar, inc. A wide array of domestic and global news stories; news topics include politics/government, business, technology, religion, sports/entertainment, science/nature, and health/lifestyle.

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Feb 18, 2021, 14:05 ET DALBAR and RLC Announce Joint Venture i-LearnERISA.com to Provide Online Learning for Changing ERISA Landscape

Concurrently with the go-live date of the Department of Labor's (DOL's) "Improving Investment Advice for Workers and Retirees Prohibited Transaction...

Jan 12, 2021, 11:17 ET Putnam Investments Recognized for Outstanding Total Client Experience For Tenth Consecutive Year

DALBAR is excited to announce that Putnam Investments has earned the Total Client Experience Award for 2020. This award recognizes Putnam for their...

Jan 07, 2021, 13:08 ET Nationwide Awarded for Exceptional Support to Plan Participants for Seventh Consecutive Year

DALBAR is excited to announce that Nationwide Retirement Plans has earned the coveted Plan Participant Service Award for 2020. This award recognizes...

Dec 23, 2020, 11:17 ET DALBAR Uncovers Best Practices for Remote Contact Centers

DALBAR, Inc. announced today the release of its biennial study entitled, Trends & Best Practices in Financial Services Contact Centers. The report...

Dec 17, 2020, 11:41 ET DALBAR Recognizes Annuity Providers For Award-Winning Service

DALBAR is excited to announce the winners of the 2020 Annuity Service Award for industry-leading telephone support to annuity contract owners. The...

Dec 16, 2020, 11:01 ET DALBAR Awards Firms for Best-In-Class Telephone Sales Support

Today DALBAR announced the winners of the 2020 Excellence in Sales Support Award, recognizing those companies leading the industry in the handling...

Dec 10, 2020, 11:07 ET DALBAR Recognizes Mutual Fund Providers For Best-In-Class Service to Shareholders

DALBAR is excited to announce the winners of the 2020 Mutual Fund Service Award. These award-winning institutions stood out from the competition in...

Dec 03, 2020, 11:00 ET DALBAR Awards Firms for Industry-Leading Service to Financial Professionals

Today DALBAR announced the winners of the 2020 Financial Intermediary Service Award, recognizing those companies that provide the best-in-class...

Nov 30, 2020, 11:14 ET DALBAR Recognizes The Best-In-Class Providers of Policyholder Service

2020 has been a challenging year for everyone; this is certainly true for contact centers. The pandemic forced companies to rapidly shift to a...

Nov 24, 2020, 10:34 ET Robo-Advisors Pass Their 1st Big Test

A recent study released by DALBAR, Inc., entitled Investor Insights: COVID-19 and Robo Advice, sheds light on digital advice during the market...

Nov 23, 2020, 10:48 ET New Financial Factors Regulation Blocks Participant Requested Investments

The Financial Factor Regulation from the Department of Labor requires that any investments designated for participants are based only on pecuniary...

Oct 29, 2020, 10:19 ET DALBAR Releases Advisor Hub for Renowned Investor Behavior Research

DALBAR, Inc. announced today the release of QAIB Advisor Studio, a dynamic, digital advisor platform for investor behavior-related content and data....

Oct 28, 2020, 11:16 ET DALBAR Recognizes Firms with Top Mobile Retirement Plan Enrollment Experiences

An effective and seamless plan enrollment experience is closely tied to employees' willingness to follow through to completion. This holds true...

Oct 22, 2020, 10:48 ET DALBAR Finds Advisors Receive High Marks From Investors On COVID-19 Response

DALBAR's Investor Insights series of reports continued today with the publication of Investor Insights: COVID-19 and Financial Advice. The study...

Sep 17, 2020, 10:37 ET DALBAR finds gaps in COVID safety protocols among North American bank branches by deploying its secret shopping capabilities

DALBAR Inc., the financial community's leading independent expert for evaluating, auditing and rating business practices, customer performance,...

Sep 01, 2020, 09:37 ET DALBAR Uncovers Trends in Online Enrollment

DALBAR's 2020 review of digital plan enrollment processes revealed numerous interesting trends including retirement plan providers': 1....

Aug 20, 2020, 10:41 ET DALBAR Warns of Hidden Burdens Related to Rollovers in New DOL Rule

DALBAR, Inc., announced today that it has developed a comprehensive checklist to support the annual review of rollover recommendations required by...

Aug 05, 2020, 09:03 ET DALBAR Finds Critical Omission in DOL's Proposed ESG Rule

In its comment letter regarding the regulation of ESG Investments, DALBAR contradicts the Labor Department's argument that only risk-adjusted returns ...

Jun 23, 2020, 10:30 ET DALBAR e-Delivery Research Finds Investors and Financial Firms are Both Aligned and Misaligned

In reviewing the results of two e-Delivery surveys conducted by DALBAR, one investor facing and one completed by financial firms, comparisons were...

Jun 02, 2020, 10:03 ET DALBAR Awards AIG Life & Retirement For Variable Annuity Customer Experience Excellence

DALBAR, Inc., the financial community's leading independent expert for evaluating, auditing and rating customer experience, announces that AIG Life & ...

May 27, 2020, 09:03 ET AIG Life & Retirement Recognized for Variable Annuity Customer Experience Excellence

Today DALBAR announced that AIG Life & Retirement has earned DALBAR's inaugural Customer Experience Excellence Award. This award recognizes the...

May 05, 2020, 10:03 ET Nationwide Retirement Plans Recognized For Outstanding Customer Experience

Today DALBAR recognized Nationwide Retirement Plans for outstanding service delivery to plan participants with the 2020 Customer Experience...

Mar 31, 2020, 09:04 ET Faced with a Sudden Real Threat, Will Investors Learn from Lessons of the Past?

DALBAR, Inc.'s QAIB report (Quantitative Analysis of Investor Behavior) has been the nation's leading study on investor behavior for the past 26...

Mar 10, 2020, 09:37 ET DALBAR i-PRT Goes Live Midst of Market Panic

After three weeks of unprecedented market volatility, DALBAR announces the cure for market panic, the Investor Panic Relief Tool that shows how to...

Feb 27, 2020, 13:57 ET DALBAR Agrees Investor Panic Is A Natural Response

As market response to Coronavirus continues to spiral, investor fear continues to fester. The actual risk of contracting the disease is low but...