DALBAR – Investment Executive

Investment return gap widened for equity investors in 2021

danielc — Thu, 31 Mar 2022 14:30:02 +0000

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

Katie — Thu, 22 Oct 2020 15:52:23 +0000

Satisfaction was highest if advisors proactively contacted clients and tweaked portfolios

gregdalgetty — Mon, 31 Aug 2020 17:15:44 +0000

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

Maddie Johnson — Tue, 31 Mar 2020 20:10:36 +0000

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

Mark — Thu, 06 Feb 2020 20:58:45 +0000

DALBAR ranked the services offered to pre-retirees

Alan — Tue, 07 Oct 2014 16:40:00 +0000

Dynamic Funds, Questrade take top spots

Alan — Tue, 15 Jan 2013 21:30:00 +0000

Franklin Templeton, RBC GAM, National Bank SAS also honoured

Alan — Thu, 21 Jun 2012 19:10:00 +0000

Statements fail to deliver value to investors

Alan — Wed, 18 Jan 2012 17:40:00 +0000

DALBAR finds continuous improvement by all direct brokerages

Alan — Fri, 13 Jan 2012 16:00:00 +0000

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