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According to a Dalbar report, the average equity fund investor returned 18.39% compared to 28.71% returned by the S&P 500

Satisfaction was highest if advisors proactively contacted clients and tweaked portfolios

  • By: Katie Keir
  • October 22, 2020 October 22, 2020
  • 11:52

For the first time in eight years, flows into active equity funds as a percentage of total assets exceeded flows into passive funds

  • By: IE Staff
  • August 31, 2020 August 31, 2020
  • 13:15

A report from Dalbar suggests that getting out of Dodge can be more costly than staying the course

DALBAR ranked the services offered to pre-retirees

Dynamic Funds, Questrade take top spots

  • By: IE Staff
  • October 7, 2014 October 7, 2014
  • 11:40

Franklin Templeton, RBC GAM, National Bank SAS also honoured

  • By: IE Staff
  • January 15, 2013 January 15, 2013
  • 16:30

Statements fail to deliver value to investors

  • By: IE Staff
  • June 21, 2012 June 21, 2012
  • 14:10

DALBAR finds continuous improvement by all direct brokerages

  • By: IE Staff
  • January 18, 2012 January 18, 2012
  • 12:40

Franklin Templeton, RBC Global, and National Bank also honoured by research firm DALBAR

  • By: IE Staff
  • January 13, 2012 January 13, 2012
  • 11:00