In the study of high-net-worth and affluent individuals, there were no significant differences found in the preference for services such as financial education, engagement with spouses and family members, access to unique investments, and the provision of peace of mind.

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 (2)

• investment concept
• financial education concept