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Financial Advisors Knowledge Center


The Next Wave of Financial Planning

Eight Actions You Can Take Now to Better Compete in an Endlessly Changing Advice Marketplace.

Investors have high expectations for the value they receive from advisors. Yet technology innovation and new client engagement techniques are outpacing advisor adoption. A recent survey1 shows that:

  • Forty percent (40%) of advisors are still producing paper financial plans.
  • Over 54% of advisors who offer client portals, engage less than 25% of their clients this way.

    Paper vs. Interactive Plans

Learn the eight actions you can take now to make innovative financial planning the core of your offering with SEI’s new white paper, The Next Wave of Financial Planning.

We discuss how:

  • Financial planning has become the value hub of wealth management.
  • Collaboration between client and advisor is transforming relationships.
  • Robo-advisors are more evolutionary than revolutionary.
  • There is a lot of talk about fee pressure, but is it real?

Don't miss the key research from the paper with our new infographic to visualize the past and future of financial planning.

Complete the form to the right to get your copy of the white paper along with an executive summary that highlights some of the key points from the paper.

Contact an SEI representative at 888-734-2679 for more information, insight and guidance about things you can do to maximize financial planning, spend more time with clients and less time managing technology.


1 SEI Advisor Survey on Financial Planning, August 2014, N=1,019

This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice. This information is for educational purposes only.

There are risks involved with investing, including loss of principal. Due to the ever changing nature of investments and retirement objectives, it is critical that the advisor revisit an investor’s retirement investment plan at least once a year, and more frequently if possible. There is no guarantee that the investment objective will be fulfilled.

Information provided by SEI Advisor Network, a strategic business unit of SEI. Services provided by SEI Investments Management Corporation(SIMC), a wholly owned subsidiary of SEI.