Wealthier individuals are more likely to own separately managed accounts (SMAs) and alternative investments compared to the affluent cohort, according to the 2023 study on wealthy individuals' investment beliefs.

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)

• alternative investments concept
• Separately Managed Account concept