Contact Us Contact Us | DalbarSQM.ca DalbarSQM.ca | Communications Communications |
 
  Dalbar Canada
 
 
Home arrow News arrow Latest News
March 10, 2010
 
 
Main Menu
Home Home
About Dalbar About Dalbar
News News
Products/Services Products/Services
Awards Awards
Upcoming Events Upcoming Events
Media Room Media Room
Links Links
Careers Careers
Submit an Account Statement
Visit our Communications Portal
 
 
 
Latest News
The importance of integrating accessibility into statement design PDF Print E-mail
Wednesday, 17 February 2010

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?”
Read more...
BMO Mutual Funds, Franklin Templeton Investments and RBC Direct Investing outperform their peers PDF Print E-mail
Friday, 08 January 2010
Toronto, ON – Thursday January 7, 2010After 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.
Read more...
DALBAR and T-Base Join Together to make Client Statements Accessible for All Customers PDF Print E-mail
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.

Read more...
Timely & Candid Feedback Advisors Cannot Afford to Overlook PDF Print E-mail
Monday, 14 September 2009

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.

Read more...
Need to Raise the Bar in Segregated Fund Statements! PDF Print E-mail
Wednesday, 02 September 2009
Throughout this study, DALBAR found that overall, segregated fund providers have made improvements to their statements. However, they are still failing in many cases to display personal rates of return, account fees, guarantee amounts, reset options and death benefit guarantee amounts.

DALBAR examined 9 segregated fund industry statements from the investor point of view.

Read more...
<< Start < Prev 1 2 3 Next > End >>

Results 1 - 15 of 33
Related Items

 
Copyright © 2007 Dalbar Inc. All rights reserved. | RSS | Privacy