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.
Faulty Forms 1099 and account statements reportedly left some Vanguard brokerage customers overpaying or underpaying taxes for over a decade.
The democratization of ETFs cuts both ways
Independent broker-dealers snap up experienced advisors as competition for established practices intensifies.
Derek Flowers, a nearly 30-year veteran, is set to retire in mid-January, handing the reins to the executive who helped lead the bank's regulatory turnaround.
The campaign spans broadcast TV and streaming, as the brokerage faces slowing client net flows and an $8.1 billion advisor team that left to launch an RIA this month.
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