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.
SEI To Hold Investor Conference
SEI Investments Company will present a live webcast of its annual Investor Conference on Thursday, Sept. 10, 2015, 8:30 a.m. to approximately 1:00 p.m. (ET).
SEI Advisor Network Reaches $50 Billion In Assets Under Management; Organic Growth Bucks Industry Trend
SEI Advisor Network announced today it has surpassed $50 billion in assets under management (AUM) for its TAMP business.
Serving America's Young Wealthy Requires An Industry Shift, According To SEI Report
As wealth management firms focus broadly on addressing the needs of the next generation, a new report explores the differences between America’s youngest millionaires, their older counterparts, and their global peers.