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Dignitas Announces Second Opinion Service

Dignitas Announces Second Opinion Service

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Published by Nick Delgado
Despite the importance of receiving a second opinion, many investors are uncertain how to rate their current advisor and what to expect from a second opinion. Dignitas new on-line Second Opinion Portal seeks to make the process easier for investors. The site lets investors create a customized assessment of their advisor and to request a personalized 2nd Opinion audit that reviews their investment and risk management plan.
Despite the importance of receiving a second opinion, many investors are uncertain how to rate their current advisor and what to expect from a second opinion. Dignitas new on-line Second Opinion Portal seeks to make the process easier for investors. The site lets investors create a customized assessment of their advisor and to request a personalized 2nd Opinion audit that reviews their investment and risk management plan.

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Categories:Business/Law, Finance
Published by: Nick Delgado on Apr 26, 2012
Copyright:Traditional Copyright: All rights reserved

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04/26/2012

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A
S
U.S.
 
S
TOCK
M
ARKET
R
EBOUNDED
I
N
Q
1’
 
2012,
 
R
ETAIL
I
NVESTORS
R
EMAINED
O
N
T
HE
S
IDELINE
 
Dignitas’ 
Online Second Opinion Portal Helps Investors Assess Their Financial 
Advisor’s Performance 
 
M
EDIA
A
DVISORY
 
For more information contact:Haydee Calderoinfo@mydignitas.com
 
(312) 651-6130Chicago, IL
April 27, 2012. The US stock market
1
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
2
. 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.
It’s 
just as important as 
the advisor’s role of monitoring and reporting 
on
client’s 
investment portfolio.
” 
 
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
 
111 East Wacker Drive T: 312.651.6130Suite 2606 F: 312.854.1054Chicago, IL 60601www.mydignitas.com

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