Wealthier individuals are more likely to own separately managed accounts and alternative investments due to tax and diversification benefits.

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)

• alternative investments concept
• diversification concept
• Separately Managed Account concept
• taxa concept