Latest News and Press Releases

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...