Great Financial Advisers Are Well-Being Advisers

Authors

  • Meir Statman Santa Clara University

DOI:

https://doi.org/10.61190/wjzpf298

Abstract

Great financial advisers are well-being advisers, offering holistic advice that builds clients’ life well-being on the foundation of financial well-being. Interviews with investors in the US, UK, Mexico, and China show how they enhance their life well-being in the domains of finances, family and friends, work, and health.

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Published

2026-04-15

Issue

Early Access

Section

Invited Paper

License

Copyright (c) 2026 Meir Statman

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Author(s) retain copyright and grant the Journal right of first publication with the work simultaneously licensed under a Creative Commons Attribution-NonCommercial 4.0 International License that allows to share the work with an acknowledgment of the work's authorship and initial publication in this Journal.

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How to Cite

Great Financial Advisers Are Well-Being Advisers. (2026). Financial Services Review, e001. https://doi.org/10.61190/wjzpf298