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Industry Spotlight > Broker Dealers

New Dalbar Offering Aimed at Helping Advisors Improve Investor Behavior

By Bernice Napach

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Dalbar has launched a new subscription-based interactive hub for advisors to communicate with clients to support and improve investor behavior.

The platform, known as QAIB Advisor Studio, is available for $250 a year for advisors (it varies for enterprise subscriptions), and is based on Dalbar’s proprietary Quantitative Analysis of Investor Behavior. It will be updated throughout the year.

Advisors can use the platform’s content and data for customized communications with clients such as blog posts, video, articles and social media posts as well as its ready-made infographics and illustrations for client communications.

QAIB Advisor Studio includes Dalbar’s Investor Panic Relief Tool, designed to help clients avoid making damaging investment decisions based on fear, and Dalbar’s Return Builder, which provides average investor returns over different custom time periods. These tools were previously available for $250 each.

“Our research has shown in no uncertain terms that communication is king … however, content has to be relatable and reliable to be effective and that’s what QAIB Advisor brings to financial professions,” said Cory Clark, Dalbar’s chief marketing officer, in a statement. 

— Related on ThinkAdvisor:

Bernice Napach

@Think_Napach

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