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.
Mounting regulatory pressures and proposed taxes are putting a strain on higher education institutions, forcing renewed focus on liquidity management and the secondary market for private equity.
Poll of 1,500 retirement plan investors finds 45% interested in private equity and private debt, with more than three-quarters saying they'd ramp up contributions as a result.
Most firms place a limit on advisors’ sales of alternative investments to clients in the neighborhood of 10% a customer’s net worth.
Those jumping ship include women advisors and breakaways.
Firms in New York and Arizona are the latest additions to the mega-RIA.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
