What is the Communications Board?Dalbar’s Advisory Board for Communications brings together decision makers within the communications arena who are leaders in setting strategy for the development and delivery of client reporting.
 
The Advisory Board for Communications meets three times per year and combines Dalbar’s industry expertise with a peer discussion forum on issues that are of greatest importance to members. The meeting agenda typically includes:

• Updates on the latest Dalbar research
• Exchange of peer experiences and insights
• Special guest speakers

What are the Benefits of Board Membership?

• Access to Dalbar’s most recent research and the ability to implement changes to strategies based on the latest findings.
• Learn when current communications become obsolete.
• Discuss the latest regulatory changes and share interpretations with other member firms.
• Identify successful cost saving strategies.
• Implement best practices to improve the effectiveness of client reporting.
• Stay at the forefront of competitor practices by learning of future plans.
• Gain real time feedback on vendors and new software or technology based on hands on experience of other firms.
• Enjoy a preferential rate for Dalbar’s nationally recognized Trends & Best Practices in Investor Statements Report.

When does the Board Meet?

Please click here for meeting dates.

What are the Membership Dues? Annual membership dues are $8,500.