2020 Trends & Best Practices in Investor Statements: How Key Statement Features Can Help Acquire and Retain Clients

2020 Trends & Best Practices in Investor Statements: How Key Statement Features Can Help Acquire and Retain Clients

Are your current financial statements meeting the needs and expectations of your clients? This is an important question to ask, especially when it comes to staying at the forefront of industry trends and best practices. To help your institution effectively address the needs of clients, DALBAR is conducting a detailed analysis and ranking of financial statements in the 2020 Trends and Best Practices in Investor Statements report. Customers have been shown to value up-to-date content and ease of navigation, and the findings of this analysis will provide exclusive insights into how your institution can benefit from the implementation of an […] Read more