Seeking stability in an unstable industry.

The financial advisory business is experiencing seismic shifts. 

Consolidation, business model disruption, and evolving client expectations are creating a volatile environment that’s putting pressure on advisors like never before. While the pace of change may be accelerating, it also presents a chance to grow stronger if you’re aligned with the right support.

How to thrive amidst change. 

Adaptability is essential for advisors to thrive amid industry volatility, but that doesn’t mean going it alone. 

Those who recognize the need to evolve can better withstand disruption, and actually emerge stronger. The key is finding the right partner to help protect your independence, enhance control, and deliver true stability. 

Advisors should look for a partner that offers: 

• Stability in times of disruption: One that’s not entangled in frequent M&A activity and can provide long-term continuity.
• A scalable operating platform: Technology that streamlines operations and improves client experience.
• Access to diverse investment solutions: Not just products, but a flexible architecture to align with evolving client needs.
• Brand autonomy with back-office strength: The freedom to run your practice your way, without sacrificing infrastructure or service.
• A culture of advisor advocacy: A partner focused on empowering advisor growth, not just distributing their own products.

Industry disruption is here to stay, but advisors don’t have to face it alone. The right partner can offer the stability and control needed to turn volatility into opportunity. With a strong foundation, advisors can thrive through change.

Independent Advisor Solutions by SEI is a strategic business unit of SEI Investments Company (SEI). Your financial advisor is not affiliated with SEI or its subsidiaries.

This material represents an assessment of the industry environment at a specific point in time and is not intended to be a forecast or guarantee of future events. This information should not be relied upon by the reader as research and is intended for educational purposes only.