SEI, the Oaks, Pennsylvania-based investments and financial technology company, has launched a suite of model portfolios developed using exchange-traded funds managed by Dimensional Fund Advisors.
Known as the SEI Strategies featuring Dimensional, the suite includes six model portfolios across a broad range of investment objectives and risk tolerances. They can be accessed on the SEI tech platform.
Dimensional launched its first ETFs in 2020. Then last year, it converted a number of its mutual funds into ETFs, making it only the second asset manager to do so.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
