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
For the first time in eight years, flows into active equity funds as a percentage of total assets exceeded flows into passive funds
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
Franklin Templeton, RBC GAM, National Bank SAS also honoured
Statements fail to deliver value to investors
DALBAR finds continuous improvement by all direct brokerages
Franklin Templeton, RBC Global, and National Bank also honoured by research firm DALBAR