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It is now time to order DALBAR's 19th annual Trends and Best Practices in Investor Statements!
DALBAR's Trends and Best practices identifies the best investor statements in the industry, recognizing those firms that excel in creating informative, compliant, clear and concise client communications.



HOW TO PURCHASE
Click here to purchase DALBAR’s 19th Annual Trends & Best Practices in Investor Statements report. If you have any questions on what is included or how to purchase, please reach out to Brooke Halloran at 617-624-7273 or bhalloran@dalbar.com.
 
MORE DETAILS Click here to learn more about what is included within this year’s Trends and Best Practices Report and how to order the industry report as well as a gap analysis of your statement.

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19th Annual Statement Rankings
 Top 5 Brokerage
1 Merrill Lynch
2 Pershing
3 Morgan Stanley
4 Edward Jones
5 Raymond James