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SEI – Financial Advisors #business #financial #advisors


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Comprehensive solutions designed to support every facet of a global wealth management business, including investment management, investment processing, infrastructure operation, and business development.

Wealth management platforms for independent investment advisors, including end-to-end solutions for practice management, investment management and investment processing.

Fiduciary Management programs that integrate experienced resources, investments, and advice for institutional investors.

Asset servicing and investment operations outsourcing solutions for investment managers worldwide.

  • Individuals Families

    Life and wealth solutions for high-net-worth investors.

    A closer look at the businesses we serve, our mission, our history of innovation and our unique culture.

    Find out if you�re the employee we�ve been waiting for. Search open positions and apply online.

    Read the latest SEI news and contact our media team.

    Download annual reports, earnings statements and SEC filings, as well as request an investor kit.

    SEI serves clients from numerous offices worldwide.

    FINANCIAL ADVISORS

    Workflow Your Way to the DOL Deadline

    Strategic and tactical workflows to help you plan, execute and comply in most situations.

    DOL’s Game-Changing Rule: What Should You Do?

    Learn how you�ll be affected, and follow our B.A.S.E action plan to get prepared.

    Taxes Take the Glory Out of Investors� Gains

    Tax-efficient strategies in our toolkit can help your clients keep more of what they make.

    Practically Speaking Blog

    Common-sense ideas to grow your advisory business.

    SEI Board of Directors Declares Dividend

    OAKS, Pa. May 24, 2017 � The Board of Directors of SEI Investments Company today declared a regular semi-annual dividend.

    TIAA-CREF Trust Company, FSB Adopts SEI Wealth Platform

    SEI announced today that TIAA-CREF Trust Company, FSB will adopt the SEI Wealth Platform SM (the Platform) as part of the firm’s commitment to deliver a seamless client and employee wealth management experience.

    SEI to Announce First-quarter 2017 Earnings on Wednesday, April 19, 2017

    SEI Investments Company intends to release earnings for the first-quarter 2017 on Wednesday, April 19, 2017, after the market closes.

    Stephen M. Onofrio

    Senior Vice President, Sales and Service, SEI Advisor Network

    John Anderson

    Managing Director, Practice Management Solutions, SEI Advisor Network

    Raef Lee

    Managing Director and Head of New Services and Strategic Partnerships, SEI Advisor Network

    Kevin F. Crowe

    Head of Product Development, SEI Advisor Network


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