165 Millionaires Regret These Financial Products

Where do millionaires keep their money? Tad Fallows and Matt Shechtman break down Long Angle's survey of 165 high-net-worth households grading every financial product they use: the most-carried credit cards rank near the bottom of their categories, brokerages beat banks at banking, and spreadsheets are still the number one way wealthy households track their portfolios.

The full 2026 High-Net-Worth Financial Products: Benchmark Report is available at https://www.longangle.com/research.

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