Putnam Investments Earns Dalbar Total Client Experience Award
January 12, 2016 12:25 ET
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DALBAR, Inc.
BOSTON, Jan. 12, 2016 (GLOBE NEWSWIRE) -- Dalbar announced today the 2015 winner of its Total Client Experience Award. For the fifth consecutive year, Putnam Investments was the only firm to...
Nationwide earns 2015 DALBAR Recognition for Excellence Awards & Plan Participant Service Award
January 07, 2016 14:15 ET
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DALBAR, Inc.
Boston, Jan. 07, 2016 (GLOBE NEWSWIRE) -- Dalbar, Inc. announced today that Nationwide’s institutional commitment to a superior standard of care earned it four Dalbar awards: Nationwide achieved ...
Ready or Not: Here Comes BICE DALBAR Announces Tools & Training
January 05, 2016 11:30 ET
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DALBAR, Inc.
Boston, Jan. 05, 2016 (GLOBE NEWSWIRE) -- The long disputed regulation of advice to IRA and ERISA plans appears to be ending and the requirements are likely to be put into effect within months....
DALBAR Announces Its 2015 Insurance Service Award Winners
December 18, 2015 10:30 ET
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DALBAR, Inc.
Boston, Dec. 18, 2015 (GLOBE NEWSWIRE) -- Today Dalbar released the 2015 winners of its annual Insurance Service Award. Guardian and Genworth emerged as customer service leaders and ranked #1...
DALBAR Announces Its 2015 Annuity Service Award Winners
December 16, 2015 15:00 ET
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DALBAR, Inc.
Boston, Dec. 16, 2015 (GLOBE NEWSWIRE) -- Today DALBAR released the 2015 winners of its annual Annuity Service Award. AIG Variable Annuities, AXA, Genworth, New York Life, and Prudential Financial...
DALBAR Announces Its 2015 Financial Intermediary Service Award Winners
December 15, 2015 10:30 ET
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DALBAR, Inc.
Boston, Dec. 15, 2015 (GLOBE NEWSWIRE) -- Today Dalbar released the 2015 winners of its annual Financial Intermediary Service Award. BlackRock, Deutsche Asset & Wealth Management, Goldman...
JPMorgan Ranks #1 and earns DALBAR 2015 Award for Excellence in Sales Support
December 09, 2015 10:30 ET
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DALBAR, Inc.
Boston, Dec. 09, 2015 (GLOBE NEWSWIRE) -- Today Dalbar announced the winner of its annual award for excellence in sales support. JPMorgan Funds ranked first in the financial services industry...
DALBAR Announces Its 2015 Mutual Fund Service Award Winners
December 08, 2015 10:30 ET
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DALBAR, Inc.
Boston, Dec. 08, 2015 (GLOBE NEWSWIRE) -- Today Dalbar released the 2015 winners of its annual Mutual Fund Service Award. BlackRock, Deutsche Asset & Wealth Management, JPMorgan Funds,...
DALBAR finds American Century, Edward Jones, Putnam and Wells Fargo put tax resources at their clients’ fingertips
October 14, 2015 10:00 ET
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DALBAR, Inc.
Boston, Oct. 14, 2015 (GLOBE NEWSWIRE) -- DALBAR, Inc. announced the release of its Trends and Best Practices in Tax Reporting . This report recognized those brokerage, mutual fund and annuity...
BNY Mellon earns DALBAR Recognition for Excellence Award for the call center service they provide for Pacific Funds, Tweedy, Browne Fund Inc., and Voya Financial
July 21, 2015 10:00 ET
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DALBAR, Inc.
Boston, MA, July 21, 2015 (GLOBE NEWSWIRE) -- DALBAR, Inc. announced today that BNY Mellon earned Recognition for Excellence for the exceptional customer service they provide as the transfer agent...