Lou Harvey: Looking for Mr. Dalbar—The 2015 IA 35 for 35
The wizard behind the curtain of the ubiquitous research firm helped popularize behavioral finance and keeps the industry on top of important issues.
Bad Behavior Cost Mutual Fund Investors 8 Percentage Points in 2014: Dalbar
Dalbar’s latest investor behavior study shows, for the 21st time, that investors are their own worst enemies and that advisors can be their best friends.
Lou Harvey: Obama Just Blew Up Your Business Model; Here’s What to Do
If you’re an advisor focused on retirement, the Obama administration has just blown up your own retirement plan. Dalbar's CEO offers a survival plan.
10 Best Websites for Financial Advisors: 2015
Dalbar’s quarterly review reveals which fund company sites offer advisor-specific and easily accessible content.
Genworth Named Best for LTC and Life Insurance Service: Dalbar
Genworth was ranked first for the high quality of service in long-term care and third for the quality of service provided to life insurance policyholders.
Best Mutual Fund Firms for Service: Dalbar
One firm has won Dalbar's annual Mutual Fund Service Award 23 times.
10 Best Investing Sites for Mobile Users: 2014
What’s better, a mobile app or a mobile-optimized website? While most prefer the former, improved mobile sites are beginning to blur that distinction.
Which Advisors Have Loyal Clients — and Why?
Client loyalty is a key to advisors’ success. Here's how to keep it afloat.
6 Top Mobile Websites for Investors: Dalbar
Investors who can't get needed information on their phones may decamp to rival firms. Here are six financial firms with a standout mobile experience.
Investor Education Is ‘Futile,’ ‘Totally Discredited’: Dalbar
Dalbar's 20th annual behavior study finds, yet again, that the average mutual fund investor underperforms. The firm offers four things advisors can do to help.