Volatility and Knowledge Gaps Hold Investors Back From Pursuing New Opportunities and Responding to Inflation Risks
Online PR News – 27-June-2016 – Despite rising concerns about meeting investment goals, most investors are stuck in place with current portfolio allocations, according to findings released today from the latest survey of investors and advisors conducted by Distech Financial.
Key findings of the research are:
The old ways of investing no longer work and our poll tells us that investors still need plenty of fundamental support and direction in adjusting to a new world, said Frank T. Lam Tim, Chairman & CEO for Distech Financial. The good news is that help is available, and new insights and tools are emerging all the time that offer tangible advantage for investors seeking income, inflation-combating growth, and solid investment returns in a low-yield, slow-growth world.
Distech Financials research is conducted over the Internet biannually, in the fall and the spring, with support from Distech Financial Research Division. For the latest wave of the research, around 5,000 investors and 200 financial advisors were polled. All of the investors surveyed work with financial advisors, and 90 percent are age 55 or above, reflecting a general focus on investors in their peak wealth accumulation phase and dealing with the potential or actual financial management implications of retirement.
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