Online Second Opinion Portal Helps Investors Assess Their Financial
For more information contact:Haydee Calderoinfo@mydignitas.com
(312) 651-6130Chicago, IL
April 27, 2012. The US stock market
was up 12.6% in the first quarter of 2012,yet investors pulled a net $5B out of US equity funds during the same period
. The discrepancybetween a better performing US stock market and continued uncertainty amongst retailinvestors demonstrates a continued lack of confidence in the market.Receiving the right type of investment advice and education can enhance investor confidence
and ensure investors are benefitting from the market’s positive performance
. According toNicholas Delgado, Chief Wealth Officer at Dignitas, Q1 2012 fund outflows demonstrated thatmany investors were being ill advised by their current advisor either because they lack aninvestment plan or are not receiving the proper education and advice to make good decisions.
A key component of any client-advisor relationship is communication and education.
just as important as
the advisor’s role of monitoring and reporting
Mr. Delgado said.
According to Mr. Delgado, clients should not think they are beholden to their financial advisorif they are not receiving consistent communication and value-add advice. Getting a second
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