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Content tagged "SEI"



Robert Shapiro: It makes a big difference to us that we're now judging the risks and returns ourselves

After lassoing Banyan and Silver Bridge talent, Ropes & Gray launches $2.7 billion RIA to extend its legal brand to financial advice
The 150-year-old white shoe, which counseled Mitt Romney on financial matters, is unshackled to advise as Ropes Wealth Advisors

Thursday 3.12.15
Greg Friedman and Neesha Hathi may symbolize how companies like his Junxure and her Schwab are getting close, but not too close.

How big companies stampeded to T3 with big bucks and how it affects the once maverick RIA software show
Broker-dealers, custodians, Salesforce and TAMPs are paid more and played more in Anaheim

Thursday 2.13.14
Alan Markarian: We're the largest commercial bank focusing on this need.

How U.S. Bank appeared on the scene as an RIA custodian and where it might find love
Though the brand seems to scream out Generic Retail Bank, its Cincinnati RIA unit see room to wrest share from bigger, more faceless banks and the smaller brokerages

Tuesday 6.11.13
Gurinder Ahluwalia: You want to be something that the parent gets excited about.

Genworth's TAMP is bought up by two private-equity firms for $412 million
After a long spell on the block, Aquiline Capital and Genstar Capital coughed up the cash to buy the roll-up of Altegris, AssetMark and Centurion

Thursday 3.28.13
Steve Onofrio: We needed the new wealth platform to enable a new business model.

SEI makes its play for big RIAs by doing some un-SEI things
The Oaks, Pa. TAMP, long doctrinaire about its closed approach, is taking big steps to open up but it still may not be enough, say some advisors and competitors

Tuesday 6.26.12
John Coyne: It wasn't that we had a problem with performance. The industry had a problem with performance.

With formerly hot TAMP category hitting a cold patch, Envestnet stays on a roll
Genworth had great annual results but hit an asset-gathering wall this summer; Brinker, a dark horse, makes solid showing

Friday 3.9.12
Ali Swofford: It seems that men and women are both from Venus.

A crucial question for HNW clients: What is money for - and what should advisors do in response to the answer?
A Lindner Capital Advisors symposium recently answered some sticky questions with help from Meir Statman and others.

Thursday 10.27.11
Frank Noto saw no sun in San Diego as the FPA conference warmed to its task.

An advertiser's-eye view from among the booths of the FPA convention's exhibit hall
Technology companies, Chubb, TD Ameritrade and BrightScope get special notice

Sunday 9.18.11
Scott Welch says his company's success can be attributed to putting manager research and reporting under one roof.

How Fortigent got $50 billion on its platform by treating an RIA pain-point
The Rockville, Md.-based company was early in the high-end of the market but other outsourcers are catching on

Monday 9.12.11
Chip Roame: Envestnet has the opportunity to dominate wealth management technology.

Envestnet and Chip Roame forge stronger tie
The large outsourcer has installed the high-profile consultant on its board of directors

Tuesday 8.16.11
Gurinder Ahluwalia : We’re Trader Joe’s and they’re WalMart.

TAMP assets came easily to Genworth, Envestnet and Loring Ward in 2010 and the fourth quarter sizzled
Giant SEI had a big turnaround but ended on a down quarter

Thursday 3.10.11
Mark Hurley touched a nerve in 2010 by questioning the enterprise value of RIA practices.

The next 20 top stories and what they say about where the RIA business is headed
Big companies, big innovators, exclusive conferences and the 401(k) market riveted advisor attention

Wednesday 12.29.10
Mike Henkel: We looked at [traditional hedge funds and LPs] and said: It just doesn’t make a lot of sense.

Genworth, SEI and Envestnet make alternative investments moves amid 'huge interest'
The big TAMPs are reacting to advisor demands as hedge fund assets swell to near record levels

Thursday 10.21.10
Mark Matley with Paul Salisbury:  [Mormons] tend to be frugal in spending, conservative in investing, not wanting to get into the deal of the day.

Advisor spotlight: Mormon duo use SEI, a radio show and their faith to succeed as RIAs
Once a firm of registered reps, RIA expands to serve mass affluent in Boise and Salt Lake City

Thursday 9.30.10
Dick Smith: SEI’s gone through a lot of iterations and they made special considerations for us. Yet, still, you’re constrained by the standardization they employ.

Unravelling why a big, loyal SEI advisor moved its assets to Schwab
In automating wealth management, Dick Smith chose Adhesion and needed custody

Monday 9.27.10
Kevin Crowe: We think it's a real game changer

SEI turns a big corner but Genworth is still the big asset gatherer
The top TAMP finally shows positive inflows after attracting double last year's new advisors

Monday 8.23.10
Vern Sumnicht: We took our knocks. We had no profit for four or five years ... even salaries were smaller.

Advisor spotlight: Vern Sumnicht was determined to diversify -- but it cost him
Investments in talent are beginning to bear fruit with a new firm that licenses model ETF portfolios

Monday 8.16.10
Wayne Withrow: If IBDs see us growing their advisors, that is new growth for the broker-dealer also.

SEI has a new strategy for boosting 2010 sales and an analyst calls it a 'grand slam'
The big TAMP launched a national team in January to help independent broker-dealers

Friday 3.5.10
Derek Bruton's hybrid RIA platform receives an endorsement from an unlikely source: Morgan Stanley

Top 10 findings of Morgan Stanley report include: Schwab as the best RIA custodian, LPL for highest advisor satisfaction
Wall Street's endorsement of the RIA model is a sign of the times in the industry, analysts note

Tuesday 2.2.10
Kevin Crowe: We’re operating on a model that looks like we did 10 years ago.

After a decade of unsteady results, SEI Investments is attracting financial advisors again
Wayne Withrow is taking a patient approach to growth that is helping the TAMP to regain trust among advisors

Tuesday 1.19.10
Knut Rostad: We see that brokers are ahead of the industry’s lobbies

Stockbrokers are ready to shed their sales culture, says SEI Investments study
The fiduciary standard has literally taken root over the course of six months, advocate says

Tuesday 12.8.09
Ron Cordes: “We haven’t had anything resonate with advisors as powerfully as this.”

RIA hybrids help Genworth's wealth management business to stunning growth
Recovery of Genworth's share price from penny stock status removes block to asset growth

Thursday 11.5.09

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