--- title: What's New? The DALBAR Blog | Advisor Value description: Advisor Value | The official DALBAR blog discusses a range of topics including financial services regulations, investor behavior, ERISA compliance, ESG and more. 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/tag/advisor-value/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) [![](https://blog.dalbar.com/hubfs/shutterstock_73870783.jpg)](https://blog.dalbar.com/adviservalue2) [Does Professional Guidance Improve Financial Well-Being? (Part 2)](https://blog.dalbar.com/adviservalue2) October, 3 2023 [Cory Clark](https://blog.dalbar.com/author/cory-clark) A Note on Causation vs. Correlation Innumerable metrics can be used to measure an individual’s current and future financial status and well-being. In... [Read More](https://blog.dalbar.com/adviservalue2) [![](https://blog.dalbar.com/hubfs/Professional%20Guidance%20Photo-1.jpeg)](https://blog.dalbar.com/adviservalue1) [Does Professional Guidance Improve Financial Well-Being?](https://blog.dalbar.com/adviservalue1) September, 21 2023 [Cory Clark](https://blog.dalbar.com/author/cory-clark) How much is financial guidance worth? This is a question I've received countless times from stakeholders across financial services. They want to... [Read More](https://blog.dalbar.com/adviservalue1) [![The Target Date Replacement](https://blog.dalbar.com/hubfs/AdobeStock_170813859%20(1).jpeg)](https://blog.dalbar.com/the-target-date-replacement) [The Target Date Replacement](https://blog.dalbar.com/the-target-date-replacement) March, 2 2022 [Louis Harvey](https://blog.dalbar.com/author/louis-harvey) What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two... [Read More](https://blog.dalbar.com/the-target-date-replacement) [![Bridging Those Market Valleys](https://blog.dalbar.com/hubfs/AdobeStock_318088554%20(1).jpeg)](https://blog.dalbar.com/bridging-those-market-valleys) [Bridging Those Market Valleys](https://blog.dalbar.com/bridging-those-market-valleys) March, 2 2022 [Louis Harvey](https://blog.dalbar.com/author/louis-harvey) What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two... [Read More](https://blog.dalbar.com/bridging-those-market-valleys) [![](https://blog.dalbar.com/hubfs/my-visual_57855551%20(1)%20(1).png)](https://blog.dalbar.com/prudent-asset-allocation-case-study) [Prudent Asset Allocation Case Study](https://blog.dalbar.com/prudent-asset-allocation-case-study) February, 23 2022 [Louis Harvey](https://blog.dalbar.com/author/louis-harvey) What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two... [Read More](https://blog.dalbar.com/prudent-asset-allocation-case-study) [![Always Having Cash When You Need It](https://blog.dalbar.com/hubfs/my-visual_57485980%20(4).png)](https://blog.dalbar.com/always-having-cash-when-you-need-it) [Always Having Cash When You Need It](https://blog.dalbar.com/always-having-cash-when-you-need-it) February, 23 2022 [Louis Harvey](https://blog.dalbar.com/author/louis-harvey) What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two... [Read More](https://blog.dalbar.com/always-having-cash-when-you-need-it) [![](https://blog.dalbar.com/hubfs/my-visual_57855551.png)](https://blog.dalbar.com/capturing-your-fair-share-of-stock-markets) [Capturing Your Fair Share of Stock Markets](https://blog.dalbar.com/capturing-your-fair-share-of-stock-markets) February, 23 2022 [Louis Harvey](https://blog.dalbar.com/author/louis-harvey) What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two... [Read More](https://blog.dalbar.com/capturing-your-fair-share-of-stock-markets) [![Retirement Funds](https://blog.dalbar.com/hubfs/my-visual_1993%20(4)%20(1).png)](https://blog.dalbar.com/best-way-to-make-your-retirement-funds-work-for-you) [The Best Way to Make Your Retirement Funds Work for You](https://blog.dalbar.com/best-way-to-make-your-retirement-funds-work-for-you) February, 23 2022 [Louis Harvey](https://blog.dalbar.com/author/louis-harvey) What is Prudent Asset Allocation? Prudent Asset Allocation (“PAA”) is an overarching investment strategy that separates investors assets into two... [Read More](https://blog.dalbar.com/best-way-to-make-your-retirement-funds-work-for-you) [![Environment, Social, Governance (ESG)](https://blog.dalbar.com/hubfs/my-visual-copy_55553082%20(12)%20(1)-1.png)](https://blog.dalbar.com/proposed-esg-regulations-pave-the-way-for-esg-investing-in-erisa-plans) [Proposed ESG Regulations Pave the Way for ESG Investing in ERISA Plans](https://blog.dalbar.com/proposed-esg-regulations-pave-the-way-for-esg-investing-in-erisa-plans) October, 18 2021 [Louis Harvey](https://blog.dalbar.com/author/louis-harvey) The DoL’s proposed rule, "Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights" (“ESG Proposal”) released on October... 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