Recognition
SEI named 2024 Wealth Management Industry Awards winner
Recognized for Community Connect advisor network
SEI named 2024 Wealth Management Industry Awards winner
We were recognized as a 2024 Wealth Management Industry Awards winner by WealthManagement.com, honoring individuals and organizations for outstanding achievement in support of financial advisors’ success.
SEI won in the “Custodians – Practice Management” category for SEI Community Connect, our fully integrated digital forum that empowers financial advisors to engage with peers, sharing learning experiences and best practices for success. The network connects professionals from various roles and focus areas within the advisor space, including RIAs, operations staff, women advisors, next-gen advisors, and business growth-focused advisors.