P. Juncaj's scientific contributions
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It was automatically created by ResearchGate to create a record of this author's body of work. We create such pages to advance our goal of creating and maintaining the most comprehensive scientific repository possible. In doing so, we process publicly available (personal) data relating to the author as a member of the scientific community.
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Publication (1)
Citations
... As a result of the repeal of the Glass–Steagall Act in 1999, financial firms have been able to provide services in all three areas from the same offices. WM (Moehlman, 2004; Gao et al., 2005) is a type of financial planning that provides high level net worth individuals and families with private banking, estate planning, legal resources, and investment management, with the goal of sustaining and expanding long-term wealth. Whereas financial planning can be beneficial for individuals who have accumulated or are beginning to accumulate a basic amount of wealth, the WM process is most effective for clients who already have accumulated a significant amount of wealth. ...