News, Comment & Analysis results for SEI

Surveys
28 March 2014

Advisor Characteristics Vs Digital Delivery: Which Is Most Important To The Future-Wealthy?

The future-wealthy - those “at the front of a global charge up the wealth curve” - tend to...

Practice Strategies
25 March 2014

WHAT THE CONSULTANTS SAY: SEI On The Landscape After RDR

As part of a series of articles, SEI, the investment and technology firm, looks at how the UK...

White Papers
11 March 2014

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

SEI has issued a new white paper setting out the workflows necessary to boost a wealth management...

People Moves
23 January 2014

SEI Adds To UK Wealth Teams

SEI, the US-listed investment solutions firm, has appointed Brett Williams as UK managing director,...

People Moves
9 January 2014

French Law Firm Adds To Personal Tax Expertise

SBKG & associés, the French law firm, has appointed Damien Billet to its Marseille office, where...

Surveys
2 January 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
17 December 2013

SEI Appoints UK Solutions Director For Platform Offering

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

Compliance
27 November 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...

Uncategorised
14 November 2013

A new AML law for Macau

Macau has announced that it will introduce a new money-laundering law next year which ought to...

Practice Strategies
30 October 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,...

Comment & Analysis results for SEI