SEI, the Oaks, Pennsylvania-based asset manager and investment technology firm, has launched a digital practice management hub for independent advisers.
Dubbed Growth Lab, the resource features tools and resources, including videos, that help independent advisers with practice growth, lead generation and conversion, and scaling with technology.
SEI also will help establish peer-to-peer communities through the tool to provide independent advisers with forums to exchange thought leadership, business ideas and lessons they have learned.
Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B
“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.
The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO
For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.
Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.