DALBAR Intellect: Communications Group

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Welcome to DALBAR Intellect's Communication Group!

DALBAR Intellect's Communications Group specializes in evaluating communications across all mediums to uncover best practices in relaying vital investing and account information to clients and prospects. This team focuses on traditional paper communications, such as account statements, confirmations and tax documents, but also examines the key digital experiences of online statements, notifications and paperless delivery as well as what information is best suited for either environment. Through rigorous testing and over 30 years of experience, the Communications Group provides insight into content and design trends and assists firms in delivering comprehensive and digestible communications that appeal to all investors, no matter the investment experience.

If you have any questions about our research in effective investor communications we would be happy to hear from you. Please email us at DALBARIntellect@dalbar.com.

Webmonitor Award
Industry-leading communications that achieve a ranking of "Very Good" or "Excellent" are eligible for the DALBAR Communications Seal.

If earned, The Communications Seal may be used/displayed in marketing and promotional materials, on the company website, or used independently to promote this achievement.
23rd Annual Statement Rankings
 Top 5 Brokerage
1 Pershing
2 Merrill
3 Morgan Stanley
4 Edward Jones
5 Raymond James

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