Cerulli (2022) found that among households with at least $1 million in investable assets, 40% are adviser-reliant and 19% are advice seekers.

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 (1)

• financial advisers concept