DALBAR Measurement of Succes
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QAIBDalbar’s Quantitative Analysis of Investor Behavior (QAIB) has been measuring the effects of investor decisions to buy, sell and switch into and out of mutual funds for over 15 years. The results have shown to varying degrees that the average investor earns significantly less than mutual fund performance reports suggest.

FARPThe Financial Advisor Rating Program (FARP) is designed to assist financial professionals gain insight into an established practice. The report allows the financial professional to identify strengths and maximize opportunities.



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