What's New? ... The DALBAR Blog

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...

How much is financial guidance worth? This is a question I've received countless times from stakeholders across financial services. They want to...

The avalanche of law suits filed against ERISA plan fiduciaries over the last decade may finally be subsiding. The subject went all the way to the...

Excessive fee litigation against retirement plan fiduciaries and service providers has grown from a one-off event into a cottage industry....

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...

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, "...

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...

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...