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Dalbar Inc. - Company Profile   (About Company Profile Pages)

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Overview

DALBAR, Inc. is an independent provider for evaluating, auditing and rating business practices, customer performance, product quality and service. Launched in 1976, DALBAR has earned recognition for consistent and unbiased evaluations of investment companies, registered investment advisers, insurance companies, broker/dealers, retirement plan providers and financial professionals. DALBAR awards are recognized as marks of a superior standard of care in the financial community.
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Company News

Delivering a Superior Standard of Care to Mutual Fund Shareholders
January 17, 2020 11:00 AM
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Telephone Support Earns 2019 Plan Participant Service Award
December 31, 2019 8:01 PM
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You now find yourself in the struggle of maintaining the call quality of a remote contact center. With the explosion of #WFH in the last few months empowering your reps is more important than ever. New times call for new measures. https://lnkd.in/eHBwQaV #ContactCenter

May 22, 2020 2:22 PM
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Congrats to @etrade for a 4.5 star rating for the e*TRADE mobile app for Android & iOS! #Mobile #App #CX #CustomerExperience #UX

May 22, 2020 2:01 PM
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Today’s smart investment choices are to shut your eyes and wait for historical patterns to repeat or become engaged and seek protection. Open your eyes with the DALBAR i-PRT. https://bit.ly/3gboMJS #investing #investorbehavior #financialadvisor

May 21, 2020 4:09 PM
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.@blackrock is the #1 rated Mutual Fund statement according to DALBAR’s Trends and Best Practices in Investor Statements – a position they’ve held since 2007!

May 21, 2020 2:00 PM
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Bravo to @lincolnfingroup on their #4 rank among Universal Life Web experiences!

May 20, 2020 5:12 PM
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