Filed Under:Life Insurance, Life Planning Strategies

Household investable assets top $28 trillion

Photo credit: Stuart Miles
Photo credit: Stuart Miles

Consumer households have $28.6 trillion of investable assets, $72.2 trillion of total assets, and $58.4 trillion of net worth, according to a new report.

Tiburon Strategic Advisors, Tiburon, Calif., published this finding in a study, “The Future of Wealth Management: Defining the Winning Product, Channel, and Tactical Strategies.” The research explores the future of the financial planning, brokerage, investment management, and private banking markets. And it forecasts product, channel and tactical strategies. Among the report’s key findings:

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Nichole Morford

Nichole Morford
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