High-net-worth individuals are more likely to have a formal written financial plan and rely on a financial adviser than affluent individuals.

Authors

• Person: Not available Organization: Journal of Financial Planning
  An Exploratory Study of the Wealthy's Investment Beliefs ...

Sources

• An Exploratory Study of the Wealthy's Investment Beliefs ... www.financialplanningassociation.org Journal of Financial Planning via serper

Referenced by nodes (3)

• high-net-worth individuals concept
• financial advisers concept
• financial plan concept