Envestnet (2023) found that high-net-worth individuals value financial advisers for helping them remain focused on the long term during market fluctuations, providing peace of mind, and reducing stress and anxiety.

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
• market fluctuations concept
• Envestnet entity