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DALBAR 2010 Brokerage Statements Results
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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DALBAR Study Finds That Market Experience and Target Date Funds Lead to Success
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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