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- The Rally in Perspective
- Does the recent rally have your kicking yourself about missing the bottom? Take a chill pill. The bigger danger is that you'll become as ensnared by greed as you once were by fear. How to get a grip on your emotions — and your investments. ...
- Articles 2009-04-04
Additional Resources
- DALBAR Launches New Corporate Web Site; Introduction of New Site Coincides With Company's 25th Anniversary
- Business/Technology Editors BOSTON--BUSINESS WIRE--July 11, 2001 DALBAR, Inc., the nation's leading financial-services research firm, recently launched the redesigned www.dalbar.com. The new site is a high-level resource for DALBAR'S customers as well as the media. It contains summaries of DALBAR reports, rankings, and a schedule of upcoming releases. Significant...
- Research articles 2001-07-11
- Allstate, Fidelity stand out among Web sites: Dalbar. (The Internet).(Fidelity Investments)
- In its very first appearance on Dalbar Inc.'s rankings of life and annuity Web sites for financial professionals, Allstate Corp. became the top-ranked site, while among consumer-oriented sites, seven companies achieved Dalbar's highest rating. In its very first appearance on Dalbar Inc.'s rankings of...
- Research articles 2003-03-03
- Allstate and Fidelity retain leads in Dalbar Web site rankings. (The Internet).
- Allstate Financial, Northbrook, Ill., remained at the top of Dalbar Inc.'s list of leading life insurance and annuity company Web sites for financial professionals, according to the latest quarterly rankings by Dalbar, a Boston research firm that gra Allstate Financial, Northbrook, Ill., remained at the top...
- Research articles 2003-05-26
- 1st Global Earns DALBAR Crystal Pyramid for Excellence in Support to Financial Professionals
- BOSTON -- DALBAR, Inc. announced today that 1st Global has been awarded the DALBAR Crystal Pyramid for supporting the needs of financial professionals. The DALBAR Crystal Pyramid is only awarded to those firms in the financial services industry that provide exemplary support to their customer base. Before awarding the...
- Research articles 2007-01-12
- Dalbar finds chasing returns causes investors to stumble. (Mutual Funds).
- Eagerness to chase market returns continues to hurt mutual fund investors in their pocket books, says a new report from Dalbar Inc., a financial research firm in Boston. Dalbar blames investors' "fear and greed" for a self-destructive tendency to miss out on market upswings...
- Research articles 2003-07-28
- DALBAR publishes Advice, Trust & Money
- BOSTON--BUSINESS WIRE--June 9, 1998--DALBAR, Inc. today published Advice, Trust & Money, the nation's first guide written to explain the increasingly complex world of personal financial advice in terms understandable by everyday consumers. The booklet is available at no cost to consumers through DALBAR's website: www.dalbar.com. Advice, Trust & Money, which...
- Research articles 1998-06-09
- DALBAR Announces Service Awards For 1999
- DALBAR Inc. named the financial service institutions that have qualified for its service awards. These companies have been tested by DALBAR for the entire year and found to be above their peers in service to clients and to financial professionals. Awards are given to both Mutual Fund and Annuity Companies....
- Research articles 1970-01-01
- Allstate, Fidelity retain top spots for best Web sites: Dalbar.(The Internet)(Dalbar Inc. report)
- Fidelity Investments, Boston, kept its long-standing lead among life insurance and annuity Web sites designed for consumers, says Dalbar Inc., in a report covering the second quarter of 2003. Fidelity Investments, Boston, kept its long-standing lead among life insurance and annuity Web sites designed...
- Research articles 2003-09-08
- Charles Schwab Earns DALBAR Seal of Excellence for Its Premium Brokerage Statement
- BOSTON -- DALBAR, Inc. announced today that Charles Schwab was awarded the DALBAR Seal of Excellence for its Schwab Premium Statement[TM]. The Seal is awarded to outstanding statements that effectively and efficiently meet the needs of investment advisors and individual investors. Before awarding the Seal, DALBAR conducts a series of...
- Research articles 2007-08-03
- Life/Annuity Web Sites Improve: Dalbar.(Dalbar rates financial Web sites)(Statistical Data Included)
- Financial services companies continue to improve their Web sites, judging from the sharp upgrades noted by Dalbar Inc. in its quarterly rankings of sites. Life insurance and annuity companies have improved their Internet sites aimed at consumers, both in functions (the range of features...
- Research articles 2000-12-11
- Carriers' Web Sites For Agents Continue To Improve, Dalbar Says.(Dalbar Inc.)(Statistical Data Included)
- Despite cutbacks and other efforts to save costs in some areas of their operations, insurance companies continue to invest in their Web sites aimed at financial professionals and at consumers, according to Dalbar Inc. For the first time, sites sponsored by four major carriers...
- Research articles 2001-08-06
- DALBAR Receives No-Action Letter from SEC Staff; Registered Investment Advisers are now able to market and advertise DALBAR Rated Adviser Program results
- BOSTON--BUSINESS WIRE--April 8, 1998--The staff of the SEC has issued a no-action letter that will enable registered investment advisers to advertise the results of a survey of client experiences conducted by DALBAR, Inc., a Boston-based research firm. The SEC has a long-standing rule dating back to...
- Research articles 1998-04-08
- DALBAR Announces Service Awards for 1999 Van Kampen Wins for Tenth Consecutive Year
- Business Editors BOSTON--BUSINESS WIRE--Jan. 18, 2000 DALBAR Inc. named the financial service institutions that have qualified for its service awards. These companies have been tested by DALBAR for the entire year and found to be above their peers in service to clients and to financial professionals. Awards are...
- Research articles 2000-01-18
- MainStay Funds Wins Top DALBAR Award for Online Sales Desk; Financial Professional Web Site Ranked First Among Mutual Funds; Consumer Site Moves into Top Ten
- PARSIPPANY, N.J. -- New York Life Investment Management LLC NYLIM today announced that MainStay Funds' Online Sales Desk, www.mainstayfunds.com/pro, secured the number one ranking in DALBAR's Top 40 Mutual Fund Financial Professional Web Sites. DALBAR is the nation's leading financial services market research firm. In awarding the top ranking,...
- Research articles 2004-06-29
- Farmers New World Life Insurance Company Wins the DALBAR Seal of Excellence for Its LifeNet - Agency Dashboard Web Site
- Business Editors BOSTON--BUSINESS WIRE--Nov. 1, 2002 DALBAR, Inc. announced today that Farmers New World Life Insurance Company was awarded the DALBAR Seal of excellence for its LifeNet - Agency Dashboard Web site. The Seal is awarded to outstanding professional web sites that effectively and efficiently meet the needs...
- Research articles 2002-11-01
- Securian `3-peats' with Dalbar Seal of Excellence
- ST. PAUL, Minn. -- Dalbar, Inc. has stamped its Communications Seal of Excellence all over Securian Retirement Services' (www.securian.com) 401k communications. Securian, a business unit of Minnesota Life (www.minnesotalife.com), earned its third consecutive Dalbar Communications Seal of Excellence for its 401k web site for employees, www.AccuserveOnline.com. Securian also earned...
- Research articles 2004-07-19
- AIMinvestments.com Earns 'Excellent' Rating from DALBAR for Financial Professional Site
- HOUSTON -- AIM InvestmentsR announced today that the Financial Professional section of its Web site has received an "excellent" rating in DALBAR's Fourth Quarter 2005 WebMonitor Report. DALBAR, Inc. is an independent organization that provides performance evaluations of the quality of all areas of customer service for mutual fund...
- Research articles 2006-03-02
- AIMinvestments.com Earns ''Excellent'' Rating from DALBAR for Financial Professional Site
- HOUSTON -- AIM InvestmentsR announced today that the Financial Professional section of its Web site has received an "excellent" rating in DALBAR's First Quarter 2006 WebMonitor Report. DALBAR, Inc. is an independent organization that provides performance evaluations of the quality of all areas of customer service for mutual fund...
- Research articles 2006-05-25
- Delaware Investments Wins DALBAR Award for Quality of Main Office Operations
- PHILADELPHIA--BUSINESS WIRE--Sept. 15, 1999-- Delaware Investments' service operation, Delaware Service Company, Inc., is the top firm within its market segment in Main Office Operations for 1999, according to a recently completed study by DALBAR, a firm that analyzes mutual fund companies. DALBAR asked main office managers who work...
- Research articles 1999-09-15
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