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September 02, 2010
 
 
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U.S. News
DALBAR Study Finds That Market Experience and Target Date Funds Lead to Success PDF Print E-mail
Thursday, 15 April 2010

Boston, MA –(April 15, 2010) After the initial panic in 2008 and early 2009, investors seemed to regain composure and hold steady for the rest of the year, reports DALBAR’s annual Quantitative Analysis of Investor Behavior (QAIB). In fact, the average equity fund investor surpassed the S&P 500 by nearly six percentage points in 2009.

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DALBAR Announces Its 2009 Service Award Winners in Financial Services PDF Print E-mail
Tuesday, 02 February 2010
(Boston, MA. - January 12th, 2010) Today DALBAR released the 2009 winners of its annual Service Awards. For twenty years, DALBAR has conducted rigorous testing of service delivery and, each year, identified those mutual fund, broker/dealer, annuity, life insurance and retirement plan providers that are able to deliver industry-leading service to their customers.

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Dalbar (U.S.) Announces Its 2007 Mutual Fund Service Award Winners PDF Print E-mail
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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Dalbar (U.S.) Announces Its 2005 Customer Service Award Winners in Financial Services PDF Print E-mail
Tuesday, 10 January 2006
Dalbar today released the 2005 winners of its annual Customer Service Awards. For more than a decade, Dalbar has conducted rigorous testing of service delivery and, each year, identifies those mutual fund, broker/dealer, annuity, life insurance and retirement plan providers that are able to deliver industry-leading service to its customers.
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U.S. Government Confirms Dalbar Findings on Social Security Statement PDF Print E-mail
Thursday, 21 April 2005

The United States Government Accountability Office (GAO) made recommendations to the Congress to change the statement issued by the Social Security Administration (SSA) to 140 million workers, largely based of Dalbar’s evaluation and Trends & Best Practices report. This report, released in April 2005, used Dalbar’s evaluation to identify the strengths and weaknesses of the current SSA statement and incorporated the recommendations made in the evaluation.

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