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.
Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.
The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.
"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.
Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.
765 investors were promised 260% annual returns on truck leases
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