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Dalbar (U.S.) Announces Its 2007 Mutual Fund Service Award Winners
Friday, 14 December 2007
DALBAR (U.S.) released the 2007 Mutual Fund Service Award winners. DALBAR Awards and Rankings are the mark of distinction that symbolizes your firm’s commitment to customers – Corporate Clients, Financial Advisors and Consumers.

DALBAR measures your success and provides independent proof of excellence in customer satisfaction, service centers, websites, communications and customer statements.
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High Net Worth Clients Receive High Quality Statements
Friday, 19 October 2007

Clients that invest in managed portfolio products, or ‘wrap’ accounts, receive very informative and in-depth account statements from the firms handling their money, according to a recent study conducted by DALBAR Inc.  The study states that account information provided to wrap account holders is generally more indepth than that given to holders of other investments such as retail mutual funds. 

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