Powering the future of wealth with enterprise platform solutions that address complex business challenges
Achieving operational excellence with business process outsourcing and data management that help clients improve efficiency and performance
Connecting investors to what matters most, so they can achieve their goals and make confident decisions
Perspectives and happenings from our leaders and experts
The latest news and announcements
The latest financial information for shareholders
Timely shareholder announcements and event information
Who we are, what we do, and how we do it.
Building brave futures through the power of connection.
Smart thinking, commentary, and research that supports better wealth decisions.
James Smigiel, SEI's Chief Investment Officer, focuses on the new season in first quarter 2024 SEI Forward.
In recent months, the correlation between stocks and bonds has been a controversial topic in the financial press
Part one of our first quarter economic outlook from James R. Solloway, CFA, Chief Market Strategist and Senior Portfolio Manager.
February monthly market commentary.
Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Vivian Estadt, Client Service Director, present our economic outlook for 2024.
Fourth quarter market commentary.
Our Chief Investment Officer, Jim Smigiel, provides some perspective on SEI’s outlook for the new year.
Wealth Insight: Understanding the basics of trusts can help you figure out where they fit within your legacy plan.
Wealth Insight: You have options to realize your gifting goals, starting with the questions to ask before you even start planning.
Wealth Insight: Life insurance can be a crucial element of your financial plan.
A type of irrevocable trust.
Wealth Insight: A good estate plan begins with the right questions to ask before you get started.
How to handle qualified assets.
What is a charitable lead trust?
Choosing the right college savings vehicle.
Gifting and the Grantor Retained Annuity Trust
Learn to talk about your wealth.
Steps to help prevent data breach.
What to do after a cyberattack.
Wealth Insight: Internal controls and policies are essential for your ultimate protection.
The future of 60/40 portfolios.
Is a DAF right for you?
Traditional estate planning can often fail to address your digital legacy
A goals-based investment approach can be the perfect way to mitigate volatility.
Tips for personal financial planning before a transaction
Wealth Insight: How to weigh the right plan for your child’s education.
Wealth Insight: Cash flow and liquidity are crucial for your financial health.
Wealth Insight: Knowing how your wealth strategy works can help you feel calm during periods of volatility.
Wealth Insight: Open communication about wealth makes it easier to pass on your values to the next generation.
Wealth Insight: Confidence can come from solving for this question.
Meet some the wealth experts that will help you achieve your goals.
Managing Director, SEI Private Wealth Management
Director, SEI Private Wealth Management
Director, Legacy Planning