Displaying 21 results
SEI rolls out upgrades to managed accounts program
The investment platform provider adds more SMA and UMA options, reduces costs, and boosts tax optimization tech for advisors.
SEI launches multicustody capability for US wealth platform
The latest upgrade to platform gives an integrated view of clients’ financial picture, including held-away assets.
Fintech Bytes: Crypto collapses, Envestnet eyes custody business, SEI adds UMAs
A roundup of the week's top fintech news, including crypto's collapse, Envestnet's custodian plans and SEI adding UMAs.
SEI revenue falls with markets and loss of Retirement Planners of America
For the three months that ended Sept. 30, SEI’s investment adviser business brought in $109.56 million, down 12% from same period in 2021.
Fintech Bytes: SEI, SMArtX and Vise
A roundup of this week's adviser fintech news, including SEI's introduction of a cloud-based database and SMArtX's partnership with Flyer.
SEI launches practice management hub
The asset manager's new resource, Growth Lab, will provide tools to help independent financial advisers with growing their practices and lead generation.
Fintech Bytes: SEI partners with Holistiplan, IAA launches tech firm
The adviser world returned from the July 4 holiday ready to spend some money on technology.
SEI introduces model portfolios using Dimensional ETFs
The suite of six portfolios can be accessed on SEI’s platform for advisers.
SEI plants its flag in ETF land with factor-based strategies
The four exchange-traded funds are well-timed given the current market environment.
SEI acquires defunct adviser fintech platform Oranj
Oranj founder David Lyon is joining SEI along with 13 engineers, developers, cloud specialists and client service personnel. Financial terms of the transaction were not disclosed.
RIAs leverage TAMP tech the most: Report
Turnkey asset management platforms hold more than $2 trillion in managed wealth, and RIAs are the group that's funneling the most assets into TAMPs.
Here’s why advisers think Joe Biden’s 401(k) tax plan will spur Roth contributions
The Democratic presidential nominee would convert retirement savings tax deferrals to tax credits
SEI Investments says breach at key vendor exposed customer data
The company serves as a fund administrator for Pimco, Centerbridge and other money managers
FPA study: Financial planners don’t plan for their own future
The sector risks being left behind as client demands change.
FPA study: Financial planners don’t plan for their own future
The sector risks being left behind as client demands change.
AssetMark IPO seen as boon for financial services
Investors pounce, driving shares of the TAMP up 19% in first-day trading
SEI partners with Advizr to ease financial planning for advisers
Companies hope to break down the barriers preventing advisers from embracing planning at their firms.
SEI has new approach to improve technology adoption by advisers
Firm hopes that involving advisers in the technology design process will result in better aligned products
Advisers face pressure to automate workflows
Market forces like fee compression and new regulations are driving the shift, but resistance to tech remains strong.
Commiseration the theme of a volatile 2011
A survey by the SEI Advisor Network found that wildly volatile markets in 2011 presented an opportunity for advisers to reach out more to clients and strengthen existing relationships.
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