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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, retirement plan and variable annuity 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 order the 2010 Trends and Best practices report.

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 Click Here for more information about the Trends and Best practices report and other products and services offered by the DALBAR Research & Communications Group.

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