Against All Odds: DALBAR’s History

Against All Odds: DALBAR’s History

DALBAR is an award-winning financial services market research firm that prides itself on the remarkable progress it has made within the financial space since its inception. DALBAR was founded in 1976 by CEO Louis S. Harvey – or, as he is known to his colleagues, Lou – and its humble history highlights the importance of cultivating aspirations and persevering against all odds.

DALBAR’s Founder & CEO

Lou has always been an entrepreneur who dreamed big. His business career began in Jamaica, where he initially worked at IBM counting inventory. However, once the inventory was counted, Lou took it upon himself to learn […] Read more

DALBAR Canada’s 2020 Trends & Best Practices in Investor Statements: Identifying Leaders in Mutual Fund, Segregated Fund and Retirement Statements

DALBAR Canada’s 2020 Trends & Best Practices in Investor Statements: Identifying Leaders in Mutual Fund, Segregated Fund and Retirement Statements

We live in a world overloaded with information, making it crucial for businesses to offer clients the data they need in a clear, concise, and timely manner. In order to successfully meet the needs of clients, financial institutions must gain a thorough understanding of what investors are seeking in terms of their financial statements.

To help financial institutions with this, DALBAR surveyed Canadian investors and compiled a detailed review of effective investor statements in the 2020 Trends & Best Practices in Investor Statements: Identifying Leaders in Mutual Fund, Segregated Fund and Retirement Statements study.

Investor Statement Preferences Highlights

DALBAR Canada surveyed a diverse […] Read more

COVID-19 Crisis: In-Branch Financial Services Experience Review – July 2020

COVID-19 Crisis: In-Branch Financial Services Experience Review – July 2020

While many individuals and businesses have returned to some sense of normalcy, the pandemic is still ongoing. To determine how COVID-19 continues to impact financial institutions and their clients, DALBAR Canada updated the COVID-19 Crisis: In-Branch Financial Services Experience Review with new questions and surveyed a new group of Canadians for the July 2020 installment.

 

Client Behaviour

Due to COVID-19’s negative impacts on employment (48% of those surveyed stated that they either are no longer working or now have less work), the majority of Canadians have left their investment portfolios unchanged. This may be the result of clients wanting to avoid […] Read more