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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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