--- title: What's New? The DALBAR Blog | Louis Harvey (2) description: "Founder and leader of DALBAR, Lou Harvey is relentless in the search for the forces that are shaping the world of financial services today, tomorrow and for years hence. Using DALBAR' s research capabilities, Lou Harvey seeks insights from inside and outside the industry to understand and anticipate changes in customers’ needs and the ways products are distributed. \n\nUnder his leadership, DALBAR is now recognized and respected in the financial services community for its credibility, independence and its contributions in raising the level of excellence in the industry. Fiercely committed to delivering value to customers, Lou Harvey has proved through DALBAR that the business principle of putting the customer first does work.\n\nIn the spring of 2010 Lou Harvey was named President of the Fiduciary Standards Board, an organization dedicated to maintaining fiduciary standards and communicating the inherent value of fiduciary relationships to the public at large.\n\nLou Harvey has held governance positions at a number of institutions including the National Association of Securities Dealers, Federal Reserve Bank, Bentley College and Plymouth Plantation.\n\nLou Harvey was born in Puerto Barrios, Guatemala in 1942. He earned a bachelor’s degree in Physics from the University of the West Indies.\n (2)" 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/louis-harvey/page/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) [![Analyzing Investment Returns](https://blog.dalbar.com/hubfs/shutterstock_178709456.jpg)](https://blog.dalbar.com/erisa-litigation-series-why-performance-cannot-be-evidence-of-a-fiduciary-breach) [Why Returns can't be Evidence of a Fiduciary Breach](https://blog.dalbar.com/erisa-litigation-series-why-performance-cannot-be-evidence-of-a-fiduciary-breach) September, 15 2021 [Louis Harvey](https://blog.dalbar.com/author/louis-harvey) Background It is a natural reaction for institutions and individuals to want to find out how much money their investments have earned or lost. This... [Read More](https://blog.dalbar.com/erisa-litigation-series-why-performance-cannot-be-evidence-of-a-fiduciary-breach) - [Pre](https://blog.dalbar.com/author/louis-harvey/page/1) - [Next](https://blog.dalbar.com/author/louis-harvey/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. 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