Financial Professionals may be missing the mark in acting in their client's best interest. DALBAR's Best Interest survey asked a representative sample of investors to report what they considered to be in their best interest.
Fill out the form to get a complimentary download showing:
The Best Interest Standards & Practices Proposal (BISP)
The Best Interest Spread Analysis showing:
In aggregate, which interests investors considered most important, which produced a scoring by importance of the interests.
The factors investors feel are most important to their best interest and how those interests vary based on age, gender, geography and income.
**Recognizing the need for more discrete segmentation DALBAR is preparing to launch a much larger study in 2022 to fine tune the results for specific organizations and focus the study to capture specific needs.**
Download The Best Interest Standards and Practices Proposal and Spread Analysis