P. Juncaj's scientific contributions

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. ...