Outsourced services that help you grow - saving you time, increasing profitability, and differentiating you from your competition
Help for Curian Advisors
SEI has supported independent advisors for 23 years with comprehensive investments, back office support and practice management, all with no account minimums. Start your business transition to SEI today.
Help Clients Stay Focused on Goals
Goals-based investing helps your clients handle the ups and downs of the stock market
Keeping Pace with Change: Give Clients a Financial Planning Tune-up
Financial plans should take into account changes that might affect goals or time horizons.
Build a Recession-proof Practice
Five essential up-market tactics to help strengthen your practice’s competitive position now.
Futurewealth Report Explores Link Between Expense And Value In Wealth Management Relationship Model
Recalibrating Value in Wealth, a report released today by SEI, Scorpio Partnership and NPG Wealth Management, uncovers that America’s next generation of wealthy require changes to how they pay for advisory services in the future.
SEI Reports Third-Quarter 2015 Financial Results
SEI Investments Company today announced financial results for the third-quarter 2015.
SEI To Announce Third-Quarter 2015 Earnings On Wednesday, Oct. 21, 2015
SEI Investments Company announced today that it intends to release earnings for the third-quarter 2015 on Wednesday, Oct. 21, 2015, before the market opens.