Dalbar Inc.

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  A Lost Decade for Advisors?

  By Gerald Burstyn  |  October 26, 2011

  It has been called the “Lost Decade” for stocks, the period from January 2000 to December 2009 that saw the stock market decline for the first time since the decade that started in the 1930s.

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  Great West Launches Fee Disclosure Template

  By Danielle Andrus, AdvisorOne  |  August 16, 2011

  Great West Retirement Services announced Aug. 11 that it has created a template to help advisors comply with the Department of Labor’s 408(b)(2) fee disclosure rules.

• Our Worst Enemy

  By John Sullivan, AdvisorOne  |  November 1, 2010

  I was in my car listening to afternoon drive-time, psychobabble BS when the guest said, "I don't fix problems, I fix people." Simple enough--people cause...

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  The Retirement Blog: How to Lose Money and Alienate Clients

  By John Sullivan, AdvisorOne  |  October 4, 2010

  As Wall Street Journal columnist Jason Zweig noted over the weekend, "The bond market is a bubble, and the little guy is blowing it." (We love the double entendre.)

• Automatic IRAs 'Highly Probable'

  By Janet Levaux, AdvisorOne  |  May 1, 2009

  Lou Harvey, president of Boston-based Dalbar Inc., which provides third-party audits and evaluation services to the financial-services industry, says that more change is coming in...

• Behavioral economics, your boomer clients - and you

  By John Sullivan, AdvisorOne  |  March 1, 2009

  Little surprise; we're our own worst enemy. An oft-repeated (and startling) statistic from research firm Dalbar Inc. found that while the S&P 500 returned 12.2...

• Gut reactions won't weather the recession storm

  By Tom Oliver  |  May 1, 2008

  Recent headlines about the U.S. economy seem to be split between those that say a recession is on the way and those that say a...

• Balanced Funds For the Risk-Averse

  By Staff Writer  |  May 10, 2006

  Many investors with a long-term horizon who are leery of timing the market often consider balanced, or hybrid mutual funds. These funds provide capital appreciation and income by investing in both stocks and bonds.

• Some Closed Mutual Funds Are Charging 12b-1 Fees

  By Staff Writer  |  March 1, 2006

  Of more than 19,000 mutual funds (including all share classes), there are currently 579 which are both closed to new investors and still charging 12b-1...

• Net New Cash Into Stock Funds Drops in June: ICI

  By Staff Writer  |  August 1, 2005

  Cash flow into the nation's stock mutual funds dropped by almost half in the month of June, according to data released today by the Investment...