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Welcome to the DALBAR Research & Communications Group. The Research & Communications group at DALBAR manages proprietary research projects and custom client engagements designed to identify trends, evaluate print communications materials, gauge investor and advisor behavior, and assess overall customer service success. In addition, this group implements the annual Trends and Best Practices in Investor Statements rating and ranking program, which analyzes and evaluates brokerage, mutual fund, managed portfolio - wrap funds, segregated funds, retirement plan and universal life statements. Each year, DALBAR produces a series of reports revealing the industry’s best practices and identifying leaders in statement design and content.

 Click Here to pre-order the 2010 Trends and Best practices report, Customized Statement Report, Presentation.

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 Click Here to learn more about Communication Offerings.

 Click Here to view the latest Trends and Best Practices Report Calendar.

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