What's New? ... The DALBAR Blog

What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two...

What Does the Adviser Marketing Rule Cover? The SEC recently published new rules on adviser marketing that became effective in May of 2021. The new...

Financial Adviser Marketing Breaks out of the Stone Age The arena of adviser marketing has historically been approached conservatively, and with good...

The SECs New Adviser Marketing Rule The SEC published new rules on adviser marketing that became effective in May of 2021. The new rule brings...

Asset allocation has been practiced in an arbitrary way since the dawn of the Modern Era[1]. While thought to be beneficial, great improvements to...

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

The DoL’s proposed rule, "Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights" (“ESG Proposal”) released on October...

Today, the Department of Labor published its proposed rules on ESG investments and proxy voting within ERISA plans. The proposed rule is entitled, "...

It seems fitting, if not ironic, that in the year 2020 hindsight emerged as an important theme. The COVID-19 pandemic had taken the world by storm...

With the extreme rise in ERISA lawsuits has also come a rise in insurance premiums. One insurer shared their tips for plan sponsors to mitigate the...

“If you fail to plan, you’re planning to fail.” These words, from the immortal Founding Father Benjamin Franklin, have been recited countless times...

It is a natural reaction for institutions and individuals to want to find out how much money their investments have earned or lost. This holds the...

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...