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May 25, 2022, 10:42 ET DALBAR's Famed Investor Behavior Research Finds Investors in Variable Annuity Subaccounts Trade Less, Earn More

A new study conducted by DALBAR found that equity investors in variable annuity subaccounts trade less than the average equity investor and have...

May 24, 2022, 10:17 ET DALBAR: These 5 Firms Are at the Top of the Charts for Online Group Benefits Administration

DALBAR congratulates the top five firms boasting the most efficient and user-friendly plan administration portals during our 2022 group benefits...

Apr 07, 2022, 10:27 ET Nationwide Earns Honors for Industry-Leading Customer Experience Across Multiple Touchpoints

DALBAR announced that Nationwide has earned DALBAR's Customer Experience Excellence Award for each of three years the award has been offered. This...

Apr 06, 2022, 11:18 ET These Firms Hold Top Spots for Their Outstanding Brokerage Statements According to DALBAR

DALBAR congratulates the firms holding the top brokerage statements in the 24th Annual Trends and Best Practices in Investor Statements study. BNY...

Mar 31, 2022, 10:27 ET Investors Experience Devastating Investor Performance Gap

DALBAR, Inc.'s QAIB report (Quantitative Analysis of Investor Behavior) has been the nation's leading study on investor behavior for the past 28...

Mar 09, 2022, 10:39 ET Worried About What's Happening? Protect the Money You Need

DALBAR's research shows that investors are most vulnerable during uncertain times. During the uncertainty of 2021, investors forfeited 10.32% of...

Feb 24, 2022, 10:27 ET INDUSTRY LEADER IN CUSTOMER SERVICE TO RETIREMENT PLAN PARTICIPANTS UNVEILED

Today DALBAR announced that Nationwide Retirement Solutions has earned the 2021 Plan Participant Service Award. This award recognizes Nationwide for...

Feb 22, 2022, 10:19 ET DALBAR Recognizes AIG Life & Retirement for Award-Winning Customer Experience Across Service Channels

DALBAR is excited to announce that AIG Life & Retirement has earned DALBAR's Customer Experience Excellence Award for the third consecutive year....

Feb 16, 2022, 11:24 ET This Mutual Fund Provider Will Take Care of You Even After You Hang Up

DALBAR is excited to congratulate Putnam Investments in earning DALBAR's Total Client Experience Award for the eleventh consecutive year. This award...

Feb 09, 2022, 10:51 ET This Mutual Fund Company is in a Class by itself for FP Sales Support

Today, DALBAR has formally recognized JPMorgan as the sole winner of the 2021 Excellence in Sales Support Award. After a rigorous review of 14...

Feb 02, 2022, 13:19 ET These Firms are a Step Ahead in Meeting Taxpayers' Needs

DALBAR's 2021 review of Composite 1099s sought out best-in-class documents that couple regulatory information with next-level practices that offer...

Feb 01, 2022, 10:37 ET These Insurers Give New Meaning to the Human Experience

DALBAR is excited to congratulate the winners of the 2021 Insurance Service Award which recognizes those firms providing the highest quality customer ...

Jan 25, 2022, 10:23 ET Three Firms Lead the Industry in Customer Service to Financial Professionals

DALBAR congratulates the winners of the 2021 Financial Intermediary Service Award celebrating those financial services organizations providing...

Jan 20, 2022, 10:14 ET These Annuity Providers Put Customers First Despite Pandemic Challenges

DALBAR is excited to congratulate the winners of the 2021 Annuity Service Award which recognizes those firms providing the highest quality customer...

Jan 20, 2022, 09:07 ET Standing Up for Investors: Lou Harvey Featured in Change Makers and Their Stories Podcast

"Investors know what their own best interests are—and financial institutions need to do a better job of listening," says Lou Harvey, founder of the...

Jan 19, 2022, 10:08 ET DALBAR's Online Enrollment Study Finds Firms Have Taken One Step Back and a Step Forward

DALBAR, Inc., a leading financial services market research firm, wrapped up its 3rd Online Enrollment review, which looked at traditional and "quick" ...

Jan 11, 2022, 13:27 ET Investors Lose Billions in Traditional Asset Allocation Method

The widespread practice of using an arbitrary asset allocation based only on investor risk tolerance was found to be flawed in several respects....

Jan 05, 2022, 10:17 ET Want Great Customer Service? These Mutual Fund Companies Have It!

DALBAR, Inc., the nation's leading evaluator of customer service in the financial services industry, today congratulates the winners of the 2021...

Dec 15, 2021, 09:47 ET DALBAR Answers the Question: Who's the Best in Customer Service?

DALBAR, Inc., the nation's leading evaluator of customer service in the financial services industry, kicks off their annual award season today by...

Dec 14, 2021, 09:13 ET DALBAR Responds to Flawed DOL ESG Proposed Regulation

In its comment letter regarding the Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights ("Proposed Regulation"),...

Nov 16, 2021, 10:38 ET DALBAR Explores Contact Center Staffing through the "Great Resignation"

September 2021 saw a record 4.4 million Americans quit their jobs as part of what has come to be known as the "Great Resignation". This is the...

Sep 30, 2021, 10:36 ET Many Investors in the Dark about their Retirement Readiness

A recent study conducted by DALBAR, Inc. found an alarming lack of knowledge among some investors related to their retirement savings. The study...

Sep 28, 2021, 09:06 ET DALBAR: e-Delivery Notifications - AKA "Electronic Envelopes" - They Matter

DALBAR's recent research illustrates that the structure, design, content and quality of messaging within e-Delivery notifications are crucial. These...

Aug 25, 2021, 10:18 ET DALBAR Study finds the Average Investor Return Gap Doubled in 2021

DALBAR, Inc. announces the release of the 2021 mid-year update to its QAIB report (Quantitative Analysis of Investor Behavior). The QAIB report has...

May 25, 2021, 11:04 ET DALBAR Study Shows Annuities Improve Investor Behavior

DALBAR, Inc., the nation's leading researcher on investor behavior, recently found that variable annuity subaccount investors exhibit less...