Over the past couple of decades, the complexity of investors’ portfolios has grown significantly. Multiple registrations, broader asset classes, and a proliferation of packaged products have combined to make managing wealth a very complicated proposition. In addition, today’s advisors are being called upon not only to add investment return but also to find solutions to the many different problems facing investors…retirement, heath care saving, estate planning, education funding, etc. When considering solutions to these issues, the importance—and challenge—of managing assets at the household level becomes abundantly clear.

  Integrated Household Management, Understanding Context, Overcoming Challenge, and Seizing Opportunity (2.7 MiB)
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