News results for SEI

White Papers
March 10, 2014

SEI Lays Out The Case For "Systematic Workflows" - White Paper

Systematic workflows “create the culture that ensures integration works” and are critical to

Asset Management
February 12, 2014

Cerulli Notes Seismic Shift In How Asset Managers Distribute Products

More than half of asset managers in the US no longer organize their sales force by distribution

January 2, 2014

Advisors Reveal Their Top New Year Resolutions - SEI Poll

Increasing client referral rates and boosting efficiency are at the top of advisors’ list of New

People Moves
December 17, 2013

SEI Appoints UK Solutions Director For Platform Offering

SEI, the investment, technology consultancy and advisory firm, has appointed Darren Bayley as UK

November 27, 2013

FCA Fines SEI Investments (Europe) £900,200 For Client Money Breaches

The Financial Conduct Authority (FCA) has fined SEI Investments (Europe), a provider of asset

Practice Strategies
October 30, 2013

Going Independent Is Easy For Advisors - Becoming A Business Owner Isn't - SEI Report

For advisors giving up the safety net of a large organization and transitioning to independence,

October 17, 2013

Minnesota Firm Adopts SEI Wealth Manager Platform

September 27, 2013

INTERVIEW: Advisors Should Log How Much Time They Devote To Business Growth - SEI

US wealth advisors realize that building a pipeline of new clients is essential, but they need to

September 18, 2013

Positive Employment Momentum In Middle East Puts Pressure On Company EoSB Liabilities: SEI

September 6, 2013

Israel Discount Bank of New York Goes Live On SEI's Wealth Management Platform

Comment & Analysis results for SEI