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Journal of Financial Planning

In PWD coverage since August 14, 2026 · 6 stories
PWD coverage
practice

A new Journal of Financial Planning paper asks how clients place themselves among 'the wealthy'

The published extract stops before any findings, but the framing gives advisors a testable question about referral maps.
portfolio · Sep 23The 4% rule was a bond-yield artifact
practice · Sep 23The fee case built on gross returns is the weakest one
practice · Sep 23A goals-based plan pays most when the client ranks the goals
practice · Aug 19For the misengaged spouse, meeting format is the fix
RIA · Aug 14Former SSA analyst wins award for Social Security claiming study
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