The high-net-worth cohort was more likely to currently have a financial adviser and a formal, written financial plan compared to the affluent cohort.

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)

• financial advisers concept
• financial plan concept