Advisors And Investors Have Their Say On The Unified Managed Household
SEI® (NASDAQ: SEIC) reports that 71% of wealthy investors say their advisors have not asked to manage more of their assets, despite 95% of advisors claiming to actively seek consolidation. The research highlights a growth opportunity in household portfolio management, but advisors face barriers like technology and operational resources. Investors are willing to consolidate assets if advisors demonstrate tangible financial value, such as tax savings. SEI's UMH capabilities aim to help advisors br


