Outsourced services that help you grow - saving you time, increasing profitability, and differentiating you from your competition
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.
Common-sense ideas to grow your advisor business
SEI Survey: Advisors And Investors Share Concerns About Market Slowdown In 2015
After nearly six years of solid growth, financial advisors and investors are reporting a feeling of increased anxiety about a potential market slowdown in the months ahead, according to an SEI survey of 125 financial advisors released today.
America's Emerging Wealthy Prefer Wealth Relationship Managers To Specialists, According To SEI Study
As wealthy Americans attempt to manage their money without detracting time from family, work, and personal priorities, a new study shows they prefer to rely heavily on relationship managers for navigating their financial future rather than supporting product specialists.
SEI Declares Dividend of $.24 Per Share And Increase In Stock Repurchase Program
The Board of Directors of SEI Investments Company today declared a regular semi-annual dividend of $.24 (twenty-four cents) per share.