Latest News and Press Releases

BOSTON, June 09, 2015 (GLOBE NEWSWIRE) -- DALBAR submitted its response to the Department of Labor (“DoL”) regarding its regulatory proposal, Definition of the Term ‘Fiduciary’; Conflict of...

TORONTO, Ontario, April 29, 2015 (GLOBE NEWSWIRE) -- Dalbar releases results for its 2015 Client Experiences with Financial Planners study.  The study is part of DALBAR’s Branch Monitor...

BOSTON, Apr. 21, 2015 (GLOBE NEWSWIRE) -- In 30 years of monthly investor returns, DALBAR found that equity investors underperformed the S&P 500 to the greatest extent in October, 2008. In this...

Boston, MA, March 5, 2015 (GLOBE NEWSWIRE) -- DALBAR, Inc. announced today the release of its evaluation of financial services firms mobile apps, which included an in-depth study and review of 45...

Boston, MA, Feb. 24, 2015 (GLOBE NEWSWIRE) -- DALBAR, Inc. announced today the release of its evaluation of financial services firms' financial advisor web sites. This evaluation included an in-depth...

TORONTO, Jan. 23, 2015 (GLOBE NEWSWIRE) -- DALBAR released the names of the companies that secured a coveted spot in its 2014 Award Winners Circle. The DALBAR Mutual Fund Service Award was earned by...

Boston, MA, Jan. 22, 2015 (GLOBE NEWSWIRE) -- DALBAR, Inc. announced today that Nationwide was the only Retirement Plan Provider to earn Recognition for Excellence for their exceptional quality of...

Boston, MA, Jan. 13, 2015 (GLOBE NEWSWIRE) -- DALBAR announced today the 2014 winner of its Total Client Experience Award. For the fourth consecutive year, Putnam Investments was the only firm to...

BOSTON, Jan. 12, 2015 (GLOBE NEWSWIRE) -- DALBAR, Inc. released its 17th annual Trends and Best Practices in Investor Statements report which evaluates the statement's ability to address the needs of...

BOSTON, Dec. 18, 2014 (GLOBE NEWSWIRE) -- Today DALBAR released the 2014 winners of its annual Financial Intermediary Service Award. The following firms emerged as award winners and service leaders in...