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Company: DALBAR

42 results found
Casual person using tablet to analyse financial dashboard

Satisfaction was highest if advisors proactively contacted clients and tweaked portfolios

  • By: Katie Keir
  • October 22, 2020 October 22, 2020
  • 11:52
39174258 - man calculates money. piggy bank and business documents on desk

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

mature couple at home meeting with financial advisor

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

Training needs to be more fine-tuned in putting the client first, and the product second

  • By: IE Staff
  • October 26, 2011 October 26, 2011
  • 13:25