Home
Overview
Investments

Investment solutions
Build portfolios tailored to client goals, risk profiles, and preferences.

Core investment beliefs
A goals-based approach designed for better outcomes.

Explore investment strategies
Portfolio evaluator helps you identify best fit investment strategies for your clients.
Solutions

Technology
Leverage a unified platform that powers some of the industry’s largest banks and institutions.

Custody
Our custody services focus on accountability, safety, and security.

Advisor services
Actionable insights and strategic support to grow, scale, or transition your business.
Our insights

Thought leadership
Perspectives and happenings from our leaders and experts.

Events
In-person and virtual events designed to help you connect, learn, and grow.

SEI Growth Lab
Actionable tools to elevate your practice.
Contact us

Our team
Meet the experts dedicated to empowering your business.

Contact us
We’re here to help.

Asset managers Banks and wealth managers Financial advisors Institutional investors About SEI

Select your role

Asset managers Banks and wealth managers Financial advisors Institutional investors About SEI

US EMEA Canada English Canada Français

Our sites

US EMEA Canada English Canada Français

Our insights.

We create thought leadership content that elevates the discussion around independent advice, connects advisors with investors, and builds a sense of community.

Topic

Media type

July 28, 2025

How AI helps advisors build trust.

Transforming the advisor experience by integrating intelligent technology with human insight.

May 12, 2025

Seeking stability in an unstable industry.

The key is finding the right partner to help protect your independence, enhance control, and deliver true stability.

April 14, 2025

Direct indexing vs. ETFs.

Direct indexing or ETFs? Learn how to choose based on tax efficiency, cost, and customization.

March 21, 2025

How to talk to clients about direct indexing

A guide for financial advisors.

March 3, 2025

The real cost of going RIA—and why many choose independence.

Building a business that truly reflects your vision.

March 3, 2025

Finding your best path to independence—RIA, hybrid, or aggregator?

Select the business model that fits your goals.

March 3, 2025

Building your RIA tech stack—essential tools for success.

Invest in an ecosystem that fuels your firm's future.

November 2, 2023

10 practice management ideas to help improve your practice in 2024.

Communities in action—takeaways from SEI’s Advisor Summit.

November 1, 2023

SEI Survey Reveals Impact of Behavioural Biases on Financial Outcomes

Findings Highlight Importance of Goals-Based Wealth Management Approach for Advisors and Investors

October 19, 2023

Succession and continuity best practices.

It’s never too early to start planning for the future of your advisor business.

September 21, 2023

Key considerations when going RIA.

Best practices that make it easier for financial advisors transitioning to the RIA business model.

September 19, 2023

ThinkAdvisor: 5 trends shaking up advisor value propositions now

Advisors must rethink business models to meet client needs.

August 17, 2023

’Navigating a business transition’ series: Selling your practice

Considering selling your advisory practice? You've come to the right place.

August 10, 2023

Lessons in leadership and management for financial advisors

How can you turn a group of individuals into a high-performing team?

August 7, 2023

SEI Enhances Personalized Investor Experience with Values Questionnaire and Reporting Solution

New Applications Help Advisors Connect Investors to What Matters Most

July 27, 2023

Are you compensating your employees competitively?

Retain, reward, and motivate your advisory firm team with these compensation best practices.

July 26, 2023

Professional Adviser: How to balance investment flexibility with too much choice

Coaching clients through the 'paradox of choice.'

July 6, 2023

Unlock client profitability: Flipping the 80/20 principle.

Transform unprofitable relationships into valuable revenue streams—now and in the future.

June 29, 2023

SEI Enhances Suite of Strategies Featuring Dimensional with U.S. Focused and Tax-Managed Offerings

Three New Sets of Strategies Further Enhance Flexibility for Advisors

May 18, 2023

Scale with Talent Series: 1 | Hiring.

Two methods from the SEI Growth Lab that help you know when it’s time to add talent to your team, and how to go about it.

May 16, 2023

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group

New Solutions to Help Maximize Tax-Efficiency and Drive Investment Flexibility

May 4, 2023

Managing your advisory business in volatile times.

Being a business owner can be difficult during periods of uncertainty. SEI's Advisor Services team provides practice management to help navigate a bumpy road.

April 19, 2023