Next Wave Financial Planning Infographic

For more information, contact an SEI advisor consultant at 888-734-2679.

Get the Toolkit

Get the full white paper and executive summary

Legal Note

1. Cerulli Associates, RIA Marketplace 2013 "The Changing Landscape of a Maturing Industry."
2. "The Future of Practice Managment," FPA Research and Practice Institute, 2013, n=2,400
3. Nielsen Pop-Facts, 2013
4. CEB TowerGroup Wealth Management Client Experience Survey, 2013, n=128
5. Nielsen Income Producing Assets (IPA), 2013
6. SEI Survey, Next Gen Financial Planning, August 2014, n=1,019
7. SEI Progress-to-Goals Reporting Example

The material represents as assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future events. This information should be relied upon by the reader as research or investment advice. This information is for educational purposes only.

There are risks involved with investing, including loss of principal. Due to the ever changing nature of investments and retirement objectives, it is critical that the advisor revisit an investor's retirement investment plan at least once a year, and more frequently if possible.

There is no guarantee that the investment objective will be fulfilled.

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.