High-net-worth respondents were more likely to report that their financial advisers engaged with CPAs and other outside advisers and helped keep their emotions in check compared to the affluent cohort.

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