Top regret of high-net-worth clients: Lack of consistent financial plan

06/10/2013 | AdvisorOne

In a survey by the deVere Group of a sample of its high-net-worth clients, participants listed not having a regularly reviewed personal financial plan early in life as a top regret, followed by inconsistent review of their personal investments. The survey highlighted the priority that wealthy clients place on a long-term and carefully tended financial plan.

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