Trends and Best Practices in Investor Statements
What is it?
Dalbar’s Trends and Best Practices in Investor Statements is an annual evaluation and ranking of statements in various distribution channels, such as brokerage, mutual funds, managed portfolio (wraps), pension plan, segregated funds, universal life, high net worth and dealer.
When is it available?
Trends and Best Practices reports for all segments are always available throughout the year. Unless a new study is in development, past reports are available for purchase and immediate delivery. Learn more