DALBAR's Quantitative Analysis of Investor Behavior Presents...
The VA Breakthrough:
Answering the Attack on Fees
Variable Annuities have not been able to effectively respond to the blistering criticism of high fees and surrender charges...
- A growing number of advisors refuse to use VAs!
- A growing number of investors refuse to consider VAs!
Finally, there is a compelling economic argument for the VA.
Are subaccounts of VA investors better managed?
No, it is not that investments perform better...
...they are the same investments!
Yes, it is that investors are less prone to doing the wrong thing...
...buy high and sell low!
Investors Reacted to Market Crisis in Unprecedented Fashion
DALBAR, Inc.’s QAIB report (Quantitative Analysis of Investor Behavior) has been the nation’s leading study on investor behavior for the past 27 years. This year’s report, published on March 31st, examines one of the most fascinating periods for investor behavior since the study’s inception in 1994.
Investors Are Usually Wrong. I'm One of Them.
Forget about getting everything right. Most people are so consistently wrong that merely avoiding major errors is enough to set you apart from the pack.
That is the message in the latest data from Dalbar, a Massachusetts research firm that has been studying the behavior of mutual fund investors for 25 years.
The Asset Allocator: Of Models and Marketing (Podcast)
This podcast (6:33) relates some examples of adulated investors who turned out to be in the main great marketers, and draws attention to a hard-to-market investment with which many investors have actually succeeded. The moral of the story is for advisors to focus firmly on keeping their clients invested for long-term success.
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DALBAR's CEO, Lou Harvey, has been hailed for his contributions to elevating the level of excellence in the financial and regulatory industry.
With a 45-year history, DALBAR is recognized by industry and government as an independent third-party expert in the business of providing audits, evaluations, ratings and due diligence.