Olivia
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DALBAR
@DalbarInc
The financial community’s leading independent expert: evaluating, auditing and rating business practices, customer performance, product quality and service.
Marlborough, MA
Joined September 2011
420 Following
748 Followers
2.2K Posts
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The 2026 QAIB Report is now available at https://t.co/LjtvNw7Jga.
In 2025, the investor gap narrowed to 0.72% — a rare outcome measured and placed in long‑term context using decades of DALBAR data.
Congratulations to @Nationwide on earning their 6th consecutive DALBAR Customer Experience Excellence Award!
This recognition reflects Nationwide's sustained commitment to delivering exceptional retirement plan participant experiences across phone, web, and mobile channels.
Seven years at the top.
@LincolnFncl has once again earned DALBAR's Pyramid of Communications Excellence, ranking #1 in Annuity Illustrations for the 7th consecutive year for client‑friendly, informative design.
A huge congrats to @JPMorganAM for achieving 20 years of outstanding financial professional sales support with the 2025 DALBAR Excellence in Sales Support Service Award!
#FinancialProfessionals #FinancialServices #SalesSupport
Who to follow
CFP Board 
@CFPBoard
CFP® - The Recognized Standard of Excellence in Personal Financial Planning
#CFPpro
RIABiz
@RIABiz
RIABiz is a journal that covers the advice business coming of age in terms of higher ethics, higher technology, lower prices and a better output.
Mark Schoeff Jr.
@MarkSchoeff
I am the financial services reporter at CQ Roll Call in Washington. Grew up in Ft. Wayne, Ind. Proud to be a Hoosier by birth and a Boilermaker by choice.
Congratulations to @GoldmanSachs for winning the 2025 DALBAR Financial Intermediary Service Award!
This year's award marks 22 years of customer service excellence for financial professionals.
#CX #FinancialProfessional #FinancialServices
Congratulations to Park Avenue Securities for winning the 2025 DALBAR Financial Intermediary Service Award!
#CX #FinancialServices
Congratulations to @guardianlife for earning the 2025 DALBAR Insurance Service Award!
This is the 11th year in a row that Guardian has been recognized by DALBAR for the outstanding accomplishments of its Individual Life and Individual Disability Contact Centers.
Congratulations to @guardianlife for earning the 2025 DALBAR Annuity Service Award!
An impressive 9 consecutive years of customer service excellence for annuity clients.
Congratulations to @VoyaInvestments for winning the 2025 DALBAR Mutual Fund Service Award for Voya Tomorrow's Scholar and IAdvisor 529 Plans!
#CustomerService #FinancialServices #MutualFunds
Congratulations to @VoyaInvestments for winning the 2025 DALBAR Mutual Fund Service Award!
#CustomerService #FinancialServices #MutualFunds
Congratulations to @PutnamToday for earning the 2025 DALBAR Mutual Fund Service Award! This achievement marks 36 consecutive years of customer service excellence.
#CustomerService #FinancialServices #MutualFunds
Honored to announce PFS Investments has received the DALBAR Mutual Fund Service Award for the 23rd consecutive year, highlighting Primerica’s commitment to excellence and putting clients first!
https://t.co/fKV4x53OEy, “DALBAR Mutual Fund Service Award 2025,” January, 8 2026.
Congratulations to @Primerica Financial Services for winning the 2025 DALBAR Mutual Fund Service Award for the 23rd consecutive year!
#CustomerService #FinancialServices #MutualFunds
Congratulations to @NYLInvestments for winning the 2025 DALBAR Mutual Fund Service Award, marking 25 consecutive years!
#CustomerService #FinancialServices #MutualFunds
Congratulations to @JPMorganAM for winning the 2025 DALBAR Mutual Fund Service Award!
#CustomerService #FinancialServices #MutualFunds
Congratulations to @DWS_Group for winning the 2025 DALBAR Mutual Fund Service Award for delivering exceptional customer service support!
#CustomerService #FinancialServices #MutualFunds
Always great to see our data helping tell the story on investor behavior.
Forget meme stocks: Why 'boring' investing may build the most wealth https://t.co/tiqDpiXy53
Congratulations to @principal on earning DALBAR's 2025 Communications Excellence award for their industry-leading retirement account statement. Setting the standard for participant communications that drive better financial outcomes.
#DALBARAwards #Retirement #UserExperience
Now available: DALBAR’s 2025 QAIB-VA Report
In 2024, the Average Equity Subaccount Investor gained 19.6%, outperforming the Average Equity Mutual Fund Investor by over 3 percentage points.
Find out more: https://t.co/LjtvNw7Jga
#QAIB #InvestorBehavior #VariableAnnuities
The 2025 QAIB report is now available.
Built on 40 years of investor data, QAIB examines how behavior continues to impact performance.
In 2024, the average equity investor underperformed the S&P 500 by -8.48%.
Get the report: https://t.co/LjtvNw7Jga
#InvestorBehavior #QAIB
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