Which Firms Provide the Best Private Client Statement?
What does the Report cover? The study titled Private Client Statements: An Overview of Trends & Best Practices summarizes the results of an examination of the client statements provided by several of the nation’s most prestigious private client services firms. Recognizing those firms that produce the most effective private client statements, the study provides an overview of the practices that set those statements apart from the field.
What does the Report Include?The report:
- Identifies firms that have emerged as leaders in this market
- Provides examples of statement best practices utilized by those firms
- Summarizes critical benchmarking information, including highest and average scores achieved in each of the four main evaluation categories
- Lists the proprietary criteria Dalbar uses to evaluate private client statements
- Details the evaluation methodology
What Method was Used?Dalbar invited a dozen of the most prominent private client services organizations to participate in an in-depth review of their statements. Participating documents were analyzed on the basis of hundreds of individual attributes focusing on regulatory requirements, industry innovation, information design best practice and, most important, the unique reporting needs of the high-net-worth individual and his/her financial adviser.
What is the Cost?The cost for Private Client Statements: An Overview of Trends & Best Practices is $2,500.
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