QAIBDalbar’s Quantitative Analysis of Investor Behavior (QAIB) has been measuring the effects of investor decisions to buy, sell and switch into and out of mutual funds for over 15 years. The results have shown to varying degrees that the average investor earns significantly less than mutual fund performance reports suggest.

CashMapperA Computer based intelligent agent that conducts a financial needs assessment and directs users to pre-qualified services to meet their financial needs.

Fiduciary Adviser Network (FAN)The Fiduciary Adviser Network (FAN) is a turnkey solution for advisers seeking to promote advice services to plan sponsors and their participants. The program performs the independent third party review and audit required to provide advice to retirement plan participants.  FAN enables advisers to meet the requirements of the Pension Protection Act of 2006.

401(K) Adviser CertificationThe Dalbar 401(K) Adviser Certification Program provides financial professionals with a distinctive mark of quality in the form of the Dalbar Rating that differentiates him/her as outstanding in serving the needs of clients.