DALBAR featured on Investment Executive

DALBAR featured on Investment Executive

A DALBAR report, Investor Insights: COVID-19 and Financial Advice, from August 2020 was featured recently in an article on Investment Executive’s website.

The post, titled “Investors more confident in advisors after Covid downturn: report,” shares the key findings from the DALBAR study, including the core contributors to investor confidence and client satisfaction following the COVID-19 market crisis.

Main Takeaways

The report surveyed nearly 1,000 North American investors and found a significant increase in customer satisfaction when clients received proactive communications from their financial advisors amid the COVID-19 pandemic.

As stated in the study, “Investors who received proactive communication reported a satisfaction score of […] Read more