Unified Managed Households and the
Future of Wealth Management
– Research Paper by Pirker Partners –

Sponsored by MyVest, industry strategy firm Pirker Partners conducted research examining the current and future role of householding and the Unified Managed Household (UMH) approach in delivering holistic wealth management advice.

Based on interviews with wealth management leaders across broker-dealers, RIAs, and private banks, the report – Unified Managed Households and the Future of Wealth Management – highlights the gap between holistic advice and portfolio implementation, with householding and the UMH framework emerging as a critical driver to better align investment strategies with client goals, tax profiles, and liquidity needs.

In this research paper you’ll learn:

•  What firms see as the main drivers and challenges when investing in household-level advice.

•  What benefits firms have realized from adopting householding and the UMH.

•  See a blueprint for how to get started on a phased approach to implementing the UMH.