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Wednesday, 14 July 2010 |
Canadian Brokerage statements failing to deliver value to clients.
Toronto, ON – Wednesday June 14, 2010 – DALBAR’s 2010 Trends and
Best Practices in Brokerage Statements looks to recognize those
companies whose statements best meet investors’ needs. To match
consumer needs and to reflect changes in the industry, DALBAR recently
updated its evaluation criteria for testing investment account
statements. Results from various inputs, such as advisory board
meetings, consumer-facilitated sessions and advisor focus groups were
consulted upon and factored into the updates.
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Wednesday, 17 February 2010 |
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Introduction Canadians with disabilities have a combined disposable income of about $20-25 billion per year. In light of this fact, organizations should consider the answer to the following question…“Given a choice, would you intentionally cut this financially affluent potential client base out of your market simply because they didn’t have access to your products and services?” |
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Friday, 08 January 2010 |
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Toronto, ON – Thursday January 7, 2010 – After a tumultuous 2009 where no financial services company was unscathed by the unsettling of the economic climate, a handful of firms did fare better than the rest when it came to the service they provided to their clients. |
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Monday, 05 October 2009 |
(OTTAWA and TORONTO, October 5, 2009). DALBAR, a leading research and consulting firm, and T-Base Communications, North America’s alternate format communications leader, announced today that they have signed a definitive partnership agreement under which the companies will work together in launching new Accessibility Criteria that measures the effectiveness of standard statement design in the areas of braille, large print, e-Text and audio formats, T-Base’s core competency.
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Monday, 14 September 2009 |
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The past year has proven to be a wake up call for financial advisors across the nation. As the economy cautiously recovers, the way of doing business in the past may no longer be accepted. Clients are paying closer attention to their investments than ever before and advisors need to adhere to a higher standard of fiduciary care in the interest of their clients. |
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