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December 05, 2018 14:59 ET | Source: DALBAR, Inc.

Banks Miss Opportunities with Mass Affluent Newcomers to Canada

TORONTO, Dec. 05, 2018 (GLOBE NEWSWIRE) -- DALBAR Inc. announced the release of its 2018 Newcomers to Canada: Retail Branch Experience study. A follow-up to an earlier 2014 Newcomers study, this...
October 11, 2017 11:29 ET | Source: DALBAR, Inc.

DALBAR Responds to Edesess Article Published in Advisor Perspectives (10/9/2017)

BOSTON, Oct. 11, 2017 (GLOBE NEWSWIRE) -- Lou Harvey of DALBAR, Inc. issued the following statement in response to Michael Edesess' "Investors Do Not Underperform their Investment": If this was a...
May 23, 2017 16:15 ET | Source: DALBAR, Inc.

Rollover Practices Found Non-Compliant

Boston, MA, May 23, 2017 (GLOBE NEWSWIRE) -- Press Release Warning: Now that the Fiduciary Rule is Cast in Stone Common Rollover Practices Violate Regulations Many sales practices...
September 21, 2016 10:00 ET | Source: DALBAR, Inc.

DoL Fiduciary Rule Requires Reasonable Compensation Supreme Court Says What Reasonable Is

Boston, Sept. 21, 2016 (GLOBE NEWSWIRE) -- FOR IMMEDIATE RELEASE ...
April 26, 2016 10:30 ET | Source: DALBAR, Inc.

Better Investment Recommendations equals Greater Returns? DALBAR Annual Report of Investor Returns Says Not So

Boston, April 26, 2016 (GLOBE NEWSWIRE) -- The argument has been made that regulating the practice of acting in an investor’s best interest will equate to greater returns as investors’ will...
March 30, 2016 12:09 ET | Source: DALBAR, Inc.

DALBAR Study Finds Investors Walk If Service Not Up To Snuff

BOSTON, March 30, 2016 (GLOBE NEWSWIRE) -- DALBAR recently released its study, Meeting the Needs of the High Net Worth Investor, which examined what is most important to wealthy investors when...