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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
- 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 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
- 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
- Manulife North America Receives Top Honors From DALBAR for Annuity Service
- Business Editors BOSTON--BUSINESS WIRE--Jan. 19, 2001 Manulife Financial's (NYSE:MFC)(TSE:MFC) annuity division, Manulife North America The Manufacturers Life Insurance Company of North America, received the 2000 DALBAR Key Honors for Annuity Investors on January 18, 2001. For the third year in a row, Manulife North America has won...
- Research articles 2001-01-19
- Evergreen Investments Awarded 2001 DALBAR Service Award
- Business Editors BOSTON--BUSINESS WIRE--Feb. 4, 2002 In recognition of Evergreen Investments' outstanding service to shareholders, DALBAR awarded Evergreen Investments a 2001 DALBAR Service Award. The 2001 award marks the third consecutive year Evergreen Investments has received a DALBAR Service Award, and is the fourth Evergreen has received...
- Research articles 2002-02-04
- Manulife USA Receives DALBAR's Prestigious Award — The Crystal Pyramid Award; Wirehouse Advisors Rank Manulife USA #1 in 2002 DALBAR Survey
- Business Editors BOSTON--BUSINESS WIRE--Oct. 30, 2002 Manulife USA's Annuities Division earned high marks from financial advisors in the wirehouse channel by receiving the Crystal Pyramid Award from DALBAR, Inc. The Crystal Pyramid Award recognizes companies for their success at achieving excellence in the eyes of their customers....
- Research articles 2002-10-30
- M.L. Stern & Co., LLC Wins DALBAR Seal of Excellence for Brokerage Investor Statement
- Business Editors BOSTON--BUSINESS WIRE--Nov. 6, 2002 DALBAR, Inc. announced today that M.L. Stern & Co., LLC was awarded the DALBAR Seal of excellence for its Brokerage Investor Statement for a third year. The Seal is awarded to outstanding brokerage statements that effectively and efficiently meet the needs of...
- Research articles 2002-11-06
- DALBAR to Rate Suppliers; Suppliers of Critical Products & Services to Investment and Insurance Companies Will Receive Performance RatingsBoston
- Business Editors BOSTON--BUSINESS WIRE--Nov. 7, 2002 DALBAR, Inc. announced the introduction of The DALBAR Balanced Scorecard, an independent rating of suppliers to the investment and insurance industries. The new service recognizes and underscores the key role that suppliers play in the delivery of financial services. The DALBAR...
- Research articles 2002-11-07
- Benefit Consultants Group Wins the DALBAR Seal of Excellence for Its 401k SmartStatement
- Business Editors BOSTON--BUSINESS WIRE--Dec. 3, 2002 DALBAR, Inc. announced today that Benefit Consultants Group was awarded the DALBAR Seal of excellence for its SmartStatementTM. The Seal is awarded to outstanding statements that effectively and efficiently meet the needs of the investor. Before awarding the Seal, DALBAR conducts a...
- Research articles 2002-12-03
- Benefit Consultants Group Wins the DALBAR Seal of Excellence for Its 401k SmartStatement
- Business Editors BOSTON--BUSINESS WIRE--Dec. 3, 2002 DALBAR, Inc. announced today that Benefit Consultants Group was awarded the DALBAR Seal of excellence for its SmartStatementTM. The Seal is awarded to outstanding statements that effectively and efficiently meet the needs of the investor. Before awarding the Seal, DALBAR conducts a...
- Research articles 2002-12-04
- Fred Alger Management Receives Top Client Service Honors from Dalbar, Inc.; Awards Mark Fourth Consecutive Year of Dalbar Recognition
- Business Editors NEW YORK--BUSINESS WIRE--Jan. 17, 2003 Fred Alger Management, Inc. announced today that The Alger Fund, the firm's principal suite of retail investment products, has been named the top ranking fund family in the Dalbar Performance Evaluation of Mutual Fund Service program and the Dalbar Financial Intermediary...
- Research articles 2003-01-17
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