The high-net-worth cohort was more likely to own separately managed accounts (SMAs) and alternative investments than the affluent cohort, while cryptocurrency ownership levels were similar between the two groups.

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)

• alternative investments concept
• Separately Managed Account concept
• cryptocurrency concept