Perspectives on industry challenges and opportunities affecting you and your clients.

The Knowledge Center is your source for Below are our five most recent Knowledge Center materials. To view all materials, as well as filter by the markets we serve and by material type, please visit our Knowledge Center Archive.


  • Aug

    The Relationship Business: Expect the Unexpected

    At its heart, wealth management is a service business built on the power of personal relationships. According to SEI sponsored research, investor perception of the client-manager relationship entails far more than just the one-on-one interaction with their wealth managers [... More]

  • Jul

    Objectivity and the Client Experience

    Clients place great importance on their wealth manager's ability to listen to them and gain a deep understanding of their needs. What does objectivity really mean? How can wealth managers communicate objectivity to their clients? [... More]

  • Jul

    Independence: The Right Standard?

    The financial crisis left lasting effects on the wealth management industry. Today's investors expect more from their wealth managers than ever before. What impacts do their increasing demands have on your business? [... More]

  • Jun

    Tackling Transparency

    Tackling Transparency is the first in a series of five articles about the lasting effects the financial crisis has had on the wealth management industry. What does transparency truly means to your clients? Find out how to focus on the quality, not the quantity, of your reporting. [... More]

  • Feb

    Commentary: The Five Stages of Greece

    Psychiatrist Elisabeth Kübler-Ross is best known for her theoretical model of The Five Stages of Grief, which holds that, when faced with a catastrophic loss, most individuals pass through five distinct emotional stages—Denial, Anger, Bargaining, Depression and Acceptance. Interestingly, Greece’s experience as a member of the single-currency eurozone appears to be following a similar trajectory. [... More]

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