Latest News and Press Releases

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...

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 ...

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....

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...

Boston, Dec. 16, 2015 (GLOBE NEWSWIRE) -- Today DALBAR released the 2015 winners of its annual Annuity Service Award. AIG Variable Annuities, AXA, Genworth, New York Life, and Prudential Financial...

Boston, Dec. 15, 2015 (GLOBE NEWSWIRE) -- Today Dalbar released the 2015 winners of its annual Financial Intermediary Service Award.  BlackRock, Deutsche Asset & Wealth Management, Goldman...

Boston, Dec. 09, 2015 (GLOBE NEWSWIRE) -- Today Dalbar announced the winner of its annual award for excellence in sales support. JPMorgan Funds ranked first in the financial services industry...

Boston, Dec. 08, 2015 (GLOBE NEWSWIRE) -- Today Dalbar released the 2015 winners of its annual Mutual Fund Service Award. BlackRock, Deutsche Asset & Wealth Management, JPMorgan Funds,...

Boston, Oct. 14, 2015 (GLOBE NEWSWIRE) -- DALBAR, Inc. announced the release of its Trends and Best Practices in Tax Reporting . This report recognized those brokerage, mutual fund and annuity...

Boston, MA, July 21, 2015 (GLOBE NEWSWIRE) -- DALBAR, Inc. announced today that BNY Mellon earned Recognition for Excellence for the exceptional customer service they provide as the transfer agent...