Trump Urges Exxon, Chevron to Cut Gas Prices After Record Oil Profits 
Samsung, SK Hynix Test AMEC Chipmaking Tools for China Backup Plan 
SpaceX Earnings Preview: Bernstein Says 4 Key Factors Will Drive Long-Term Valuation 
Shein Targets $30B-$40B Valuation in Hong Kong IPO Planned for August 
Prysmian Nears Deal to Acquire Atkore in Potential All-Cash Takeover 
Novo Nordisk Raises 2025 Outlook Despite Wegovy Pill Miss and CagriSema Setback 
Heineken H1 Operating Profit Meets Forecast as Beer Volumes Beat Expectations 
Apple Restores Telegram to App Store After Content Policy Violation 
Boeing Stock Jumps as FAA Certifies 737 MAX-7 After Years of Regulatory Review 
BYD July Global Vehicle Sales Rise 22% as Overseas Demand Surges 
Jetstar to Charge for Overhead Cabin Bags From February 
BHP Port Hedland Strike Set to Proceed as Wage Talks Continue 
Siemens Energy Q3 Profit Beats Forecast as AI-Driven Power Demand Fuels Growth 
Alibaba Stock Jumps as Qwen 3.8-MAX AI Model Intensifies China's AI Race 
Vast Eyes Hong Kong IPO as Chinese AI Unicorn Gains Momentum 
Meta Cuts Wipro Outsourcing by 25% After AI-Led Restructuring 
Boston, March 27, 2018 -- DALBAR’s recently released 20th Annual Trends and Best Practices in Investor Statements Report revealed that Merrill Lynch achieved the #1 position for its brokerage and retirement plan statements. BlackRock earned the top spot in the mutual fund category and AIG topped the charts with the #1 variable annuity statement.
Top 5 Investor Statements by Type
| Rank | Brokerage | Mutual Funds | Retirement Plan | Annuity |
| #1 | Merrill Lynch | BlackRock | Merrill Lynch | AIG |
| #2 | Pershing | Voya | Prudential Financial | Thrivent Financial |
| #3 | Morgan Stanley | American Funds | MassMutual | The Hartford |
| #4 | Edward Jones | Invesco | Principal Financial | Protective |
| #5 | Baird | Federated Funds | Securian | Pacific Life |
Transparency of account fees and expenses and improving the display of this critical information is a particular point of focus for many financial services firms. Among those firms reconfiguring their presentation of fee details, Merrill Lynch created additional sections and clear labels to allow investors to more easily understand the fees associated with their accounts.
Guiding investors to electronic delivery of their statements continues to be a key focal point. Baird placed particular emphasis on boosting e-Delivery with a multi-faceted approach, including listing the investor’s e-Delivery elections for each connected account. If e-Delivery is not selected an e-Delivery reminder message is displayed.
Another crucial component to a great statement is easy access to one’s account value and Charles Schwab now displays an at-a-glance value across the top of the page.
For more information about DALBAR’s Trends and Best Practices in Investor Statements Report, please visit the web site at www.Dalbar.com or contact Brooke Halloran at 617-624-7273 or [email protected].
DALBAR, Inc. is the financial community’s leading independent expert for evaluating, auditing and rating business practices, customer performance, product quality and service. Launched in 1976, DALBAR has earned the recognition for consistent and unbiased evaluations of investment companies, registered investment advisers, insurance companies, broker/dealers, retirement plan providers and financial professionals. DALBAR awards are recognized as marks of a superior standard of care in the financial community.
Contact: Brooke Halloran 617.624.7273 [email protected]
