Skip to main content

Thought leadership and tools to help elevate the conversation and provide opportunities to connect.

A green pie graph with a slice floating out.
July 18, 2025

Beyond the public markets: What the rise of alternatives means for banks, advisors and wealth managers.

Why banks are considering alternatives to help strengthen client portfolios.

objects_blue_puzzle
July 9, 2025

Five tips to successfully navigate M&A transformations in wealth management.

Based on decades of experience supporting complex implementations and transformations, here are five essential practices to guide your next integration effort.

objects_wood_people
July 3, 2025

The power of the “why” to champion change in your organization.

Turn challenges into opportunities during M&A by managing the people side of change

M&A-modern-office-building-exterior
July 1, 2025

Bank and wealth management consolidation: Transforming your business through M&A.

With the right strategic partner, ambitious change becomes a more confident journey.

objects_pencils
May 20, 2025

How to consolidate your cybersecurity tools.

Consolidating cybersecurity tools can help streamline operations, reduce costs, and enhance security.

Three colored shapes form a 3D pie chart.
May 12, 2025

Unlocking the power of unified managed households (UMH).

The adoption of true UMH solutions represents the future of wealth management.

cost-of-fragmented-cybersecurity-blocks-hero
April 30, 2025

The true cost of fragmented cybersecurity ... and how to fix it.

Complex and fragmented cybersecurity ecosystems create more problems than they solve.

Arrow point in four directions on four wood blocks.
April 3, 2025

The intergenerational wealth transfer.

The next decade will bring profound shifts driven by intergenerational transfers of wealth.

wooden blocks suggesting a 3D graph against a pink background
February 28, 2025

Direct indexing strategies.

As demand for personalized investment strategies grows, direct indexing emerges as a game-changer in wealth management.

SEI in the press.

Visit SEI's newsroom for the latest press releases, recognition, and media mentions.

press-release May 10, 2023

Oakglen Wealth Limited Goes Live on the SEI Wealth Platform

Technology and Operational Outsourcing to Power Oakglen’s Growth Ambitions and New UK Business

press-release February 22, 2023

SEI Extends 10-year Relationship with Veritas Investment Partners

Extension Reflects Strength of SEI’s Proposition for Private Client Investment Managers

press-release November 10, 2022

SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield

New Service Helps Wealth Managers Address Investors’ Increasing Portfolio Complexity

Go to Newsroom

Important information:

Information provided by SEI Investments Management Corporation, a registered investment advisor and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.