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The wealth management industry has seen increased consolidation through mergers and acquisitions. We expect this trend to continue.

However, with transactions driven by a need to re-orient organizations for future opportunities, they often come with significant change friction.

In this series, we explore how wealth managers are embracing transformation and creating new opportunities that drive confident change, together.

Building strength through unification

For many firms, the route to expansion and transformation is through M&A. We discuss how today’s firms are not only using M&A to expand, but to diversify and modernize.

Technology in M&A

While a desire to modernize can be a critical driver in M&A, it can also provide significant challenges. Asking these three questions can help evaluate technology strategies in M&A.

Deliver confident change

Bold leaders thrive through change. Managing challenges allows them to realize their growth strategies. Hear how industry leaders approach and implement change with an eye on the future.

Services provided by SEI through its affiliates and subsidiaries.