For more information, please contact an SEI Practice Consultant at 888-734-2679.
1 SEI Consumer research, in partnership with Phoenix Marketing International,
April 2015, n=539.
2 SEI Survey, Advisor Fees, August 2015, n=775.
3 LinkedIn research, “Winning Affluent Millennials: How this New Power Persona
is Reshaping the Finance Industry,” September 2015.
Information provided by SEI Advisor Network, a strategic business unit of SEI.
Services provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI.