According to Cerulli (2022), the top three factors high-net-worth individuals value in an adviser relationship are: understanding needs, goals, and risk tolerance (76 percent); providing transparency (76 percent); and explaining financial analysis clearly (75 percent).

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 (4)

• high-net-worth individuals concept
• financial advisers concept
• risk tolerance concept
• financial analysis concept