Bear Market Makes Wealthy Investors Bullish on Financial Planning

August 2009
Journal of Financial Planning;Aug2009, Vol. 22 Issue 8, p11
Academic Journal
The article focuses on the results of the 2009 Phoenix Wealth Survey conducted by the Phoenix Companies Inc. in the U.S. It notes that the survey found that more wealthy investors are adopting the financial planning process with 39% stating that they have a formal written financial plan. It emphasizes that the survey indicates that wealthy investors are returning to financial advisers.


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