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Articles tagged "SEI Investments"


Greg Verfaillie: In the conversations I've been having with advisors, it's clear this decision is not going to be made on product or platform; it's about the relationship.

Curian Capital predators position to pounce -- but a few copiously keep their distance to avoid quills
As smaller TAMPs play the finesse game, SEI, AssetMark and Envestnet, with combined $100 billion-plus AUM, see a path to play up their size and scale after the smaller TAMP falters

Monday 8.17.15
James Combs: [Open architecture is] the key to growth and expanding the shareholder base moving forward.

National Advisors Trust appoints former SEI exec as its new chief -- and hands him a big to-do list
The trust company hopes to give its RIA owners the ability to put their trust assets at the custodian of their choice

Tuesday 4.2.13
James Minnick sees the promise of taking a trust company with a planning approach and giving it a national footprint.

Lovell Minnick jumps into the roll-up game with the purchase of $2-billion wealth manager -- and a plan
Starting with Kanaly Trust, the Philly area private-equity firm plans to pick off sleepy, undersized trust companies and unleash their potential

Wednesday 10.10.12
Richard Smith: Callan gave me an ultimatum.

Callan terminates a $1-billion RIA as a client after a 20-year run after the RIA turned its competitive guns on Callan
CapGroup Advisors began to subadvise fellow RIAs and make its own UMA products, and Callan saw it as a conflict; the RIA agreed

Thursday 8.9.12
Patrick Sweeny and David Connelly: In 1994, Pat and I felt we were very, very late to the game.

Advisor Spotlight: Two small Dean Witter breakaways are now Symmetry, a big DFA TAMP
David Connelly and Patrick Sweeny grew to $6.5 billion of assets largely as an exclusive DFA shop but recent added Vanguard, BlackRock and State Street ETFs

Thursday 6.30.11
Bill Crager: Business is very good.

Envestnet and other TAMPs keep the asset train rolling in the first quarter
Genworth had a rare deceleration in net flows but it'll be short-lived after a new product launch, according to Gurinder Ahluwalia

Thursday 5.19.11
Life in Maine: I am working next week and no news story of the first order will go uncovered.

We're winding down a bit over the holidays
Non-deadline projects will take precedence for 10 days

Thursday 12.24.09

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