Merrill Lynch Wins The DALBAR Best BD Award

The investor statement can both excite and reward as well as disappoint and punish. But the investor statement also does more than serving a utilitarian purpose. In fact, from a strategic business standpoint, the investor statement can do much more by helping build and solidify critical components of a business’s value proposition. Who was doing it best in 2017? A recent survey reveals the winners and what makes their statements stand out.

The winners in 2017, those that designed account statements that were easy to...