Financial advisers often assist high-net-worth individuals in managing emotions related to complex planning needs, such as divesting concentrated stock positions or planning for the succession of a family-owned business.

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)

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