---
title: What's New? The DALBAR Blog | Jamie Josephs
description: Jamie Josephs is Head of Sales and Corporate Communications at DALBAR, Inc. Jamie has worked on various teams at the financial research firm, including Web, Mobile and Due Diligence. With a background in musical theatre, Jamie has learned to be extremely adaptable and never backs down from a challenge.
image: https://blog.dalbar.com/hubfs/blog-banner_55958613%20(3)%20(1).png
---

[![DALBAR-Logo](https://blog.dalbar.com/hs-fs/hubfs/DALBAR%20Logos/DALBAR-Logo_Blue-Gold_High%20Resolution.png?width=300&height=71&name=DALBAR-Logo_Blue-Gold_High%20Resolution.png "DALBAR-Logo")](https://www.dalbar.com/Home/Index)

- [PRODUCTS & SERVICES](https://www.dalbar.com/ProductsAndServices/Index) 
    - [Customer Experience Audit](https://www.dalbar.com/ProductsAndServices/CustomerExperienceAudit#)
    - [Contact Center Solutions](https://www.dalbar.com/ProductsAndServices/ContactCenterSolutions)
    - [Statement Services](https://www.dalbar.com/ProductsAndServices/StatementServices)
    - [Digital Solutions](https://www.dalbar.com/ProductsAndServices/DigitalSolutions)
    - [Advisor Solutions](https://www.dalbar.com/ProductsAndServices/AdviserSolutions)
    - [Audits & Due Diligence](https://www.dalbar.com/ProductsAndServices/AuditsAndDueDiligence)
    - [QAIB](https://www.dalbar.com/QAIB/Index)
- [STORE](https://www.dalbar.com/Store/Index) 
    - [QAIB Store](https://www.dalbar.com/QAIB/Index)
    - [All Products Store](https://www.dalbar.com/Store/AllProducts)
    - [Shopping Cart](https://www.dalbar.com/Store/Cart)
- [AWARDS](https://www.dalbar.com/Awards/Index) 
    - [Eligible Winners A-Z](https://www.dalbar.com/Awards/Winners)
    - [Award History](https://www.dalbar.com/Awards/AwardHistory)
    - [Website Rankings](https://www.dalbar.com/Awards/WebMonitorRankings)
    - [Mobile Website Rankings](https://www.dalbar.com/Awards/MobileWebsiteRankings)
    - [Call Center Rankings](https://www.dalbar.com/Awards/TopCallCenters)
    - [Investor Statement Rankings](https://www.dalbar.com/Awards/InvestorStatementRankings)
    - [Service Award Winners](https://www.dalbar.com/Awards/ServiceAwardWinners)
    - [Certificate of Compliance](https://www.dalbar.com/Awards/CertificateOfCompliance)
- [RESOURCES](https://blog.dalbar.com) 
    - [DALBAR BLOG](https://blog.dalbar.com)
    - [Finance Lab](https://blog.dalbar.com/author/www.financelab.dalbar.com)
- [Contact Us](https://www.dalbar.com/Home/ContactUs)

# What's New? ... The DALBAR Blog

- [Financial Advisor](https://blog.dalbar.com/topic/financial-advisor)
- [Fiduciary](https://blog.dalbar.com/topic/fiduciary)
- [Investor Behavior](https://blog.dalbar.com/topic/investor-behavior)
- [Advisor Value](https://blog.dalbar.com/topic/advisor-value)
- [Retirement Planning](https://blog.dalbar.com/topic/retirement-planning)
- [ERISA](https://blog.dalbar.com/topic/erisa)
- [Adviser Marketing](https://blog.dalbar.com/topic/adviser-marketing)
- [ESG](https://blog.dalbar.com/topic/esg)

[![](https://blog.dalbar.com/hubfs/my-visual_56147377%20(3)%20(1).png)](https://blog.dalbar.com/are-you-sure-you-are-acting-in-your-clients-best-interest)

[Are You Sure You are Acting in Your Client's Best Interest?](https://blog.dalbar.com/are-you-sure-you-are-acting-in-your-clients-best-interest)

 November, 18 2021 [Jamie Josephs](https://blog.dalbar.com/author/jamie-josephs)

Financial Professionals have a difficult task of complying with regulatory requirements while also doing their best to act in their client's best...

[Read More](https://blog.dalbar.com/are-you-sure-you-are-acting-in-your-clients-best-interest)

- [Pre](https://blog.dalbar.com/author/jamie-josephs/page/0)
- [Next](https://blog.dalbar.com/author/jamie-josephs/page/0)

Subscribe

Subscribe to our newsletter & stay updated

[![Dalbar Pyramid_Orange](https://blog.dalbar.com/hs-fs/hubfs/DALBAR%20Logos/Dalbar%20Pyramid_Orange.png?width=162&height=162&name=Dalbar%20Pyramid_Orange.png "Dalbar Pyramid_Orange")](https://www.dalbar.com/Home/Index)

DALBAR, Inc.

5 Mount Royal Ave, Suite 380

Marlborough, MA 01752

617.723.6400

info@dalbar.com

- [Improve CX](https://www.dalbar.com/ProductsAndServices/CustomerExperienceAudit)
- [Exercise Due Diligence](https://www.dalbar.com/ProductsAndServices/AuditsAndDueDiligence)
- [Get Recognized](https://www.dalbar.com/Awards/Index)

- [Snapshot](https://www.dalbar.com/AboutDALBAR/Snapshot)
- [Management Bios](https://www.dalbar.com/AboutDALBAR/Bios)
- [Our History](https://www.dalbar.com/AboutDALBAR/History)
- [Careers](https://www.dalbar.com/AboutDALBAR/Careers)
- [Contact Us](https://www.dalbar.com/Home/ContactUs)

- [QAIB Advisor Studio](https://advisorstudio.dalbar.com/)
- [WebMonitor](https://dalbar-webmonitor.com/login.aspx?ReturnUrl=%2f)
- [Research & Comm](https://www.research.dalbar.com/login.aspx?ReturnUrl=%2f)
- [Registered Fiduciary](https://www.fiduciaryregistry.com/?__hstc=156943524.6056e3a89ef21cc13a3acc5f12cede89.1631197917565.1632318265555.1632324577079.31&__hssc=156943524.5.1632324577079&__hsfp=4177312558)
- [i-LearnERISA](https://i-learnerisa.com/)

©2026. DALBAR Inc. All rights reserved.

[Terms of Use](https://www.dalbar.com/AboutDALBAR/TermsOfUse) | [Privacy & Cookie Policy](https://www.dalbar.com/AboutDALBAR/PrivacyPolicy) | [Global Accessibility](https://www.dalbar.com/AboutDALBAR/GlobalAccessibility)

<https://www.facebook.com/DALBARInc/> <https://twitter.com/DalbarInc> <https://www.youtube.com/channel/UCNtJbBULHAJG2GmNets9P7w> <https://www.linkedin.com/company/dalbar-inc/>