The work has been published in the journal Journal of Wealth Management, Q3 Agency Scopus (SJR), its regional focus and specialization in Finance, give it significant recognition in a specific niche of scientific knowledge at an international level.

From the perspective of influence or social adoption, and based on metrics associated with mentions and interactions provided by agencies specializing in calculating the so-called "Alternative or Social Metrics," we can highlight as of 2025-05-22:

• The use of this contribution in bookmarks, code forks, additions to favorite lists for recurrent reading, as well as general views, indicates that someone is using the publication as a basis for their current work. This may be a notable indicator of future more formal and academic citations. This claim is supported by the result of the "Capture" indicator, which yields a total of: 8 (PlumX).

It is essential to present evidence supporting full alignment with institutional principles and guidelines on Open Science and the Conservation and Dissemination of Intellectual Heritage. A clear example of this is:

• Assignment of a Handle/URN as an identifier within the deposit in the Institutional Repository: https://repositorio.uam.es/handle/10486/710165

There is a significant leadership presence as some of the institution’s authors appear as the first or last signer, detailed as follows: First Author (Davó N) and Last Author (BARROSO ALONSO, MARIA PEÑA).

the author responsible for correspondence tasks has been BAJO DAVO, NURIA.