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Wealth and Asset Managers

Our insights

Research and perspectives on wealth and asset management industry challenges and opportunities — today and tomorrow.

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November 15, 2024

Stability + innovation: The cornerstone of client success

Stability and innovation aren't just complementary—they're essential for sustainable growth.

April 19, 2024

Staying ahead: Three ways technology can help banks win over wealth advisors

As the wealth management industry faces a wave of advisor retirements, a modern tech stack can help banks strengthen retention and recruitment.

April 2, 2024

Managing CITs in a world of relationship pricing

With the rise in collective investment trusts (CITs), requests for discounted pricing have grown in lockstep.

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March 19, 2024

Evergreen funds

The next frontier in private markets?

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January 25, 2024

Can private credit maintain momentum?

Private lenders played a central role in fueling growth and innovation in recent years. Can they successfully navigate a more challenging market environment?

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January 25, 2024

Private market operations: A rising bar

If private really is the new active, the competition for assets will only get fiercer.

January 4, 2024

The changing adviser role

Alex Twiss, Managing Director at Connor Broadley, on the evolution of the adviser relationship.

January 3, 2024

Innovative hiring strategies to deepen the labor pool

David Lincoln, Partner at WISE Insights, on sourcing talent for wealth management firms.

January 3, 2024

Pricing strategies to drive revenue

David Lincoln, Partner at WISE Insights, on realizing future revenue for wealth managers.

January 3, 2024

Building future foundations

Alex Twiss, Managing Director at Connor Broadley, on the future transformation of wealth management.

January 3, 2024

Evolving through technology

Mayank Prakash, Group Chief Operations Officer at Evelyn Partners, on technology opportunities and challenges.

January 3, 2024

Three pillars of transformation

Mayank Prakash, Group Chief Operations Officer at Evelyn Partners, on the key elements of wealth management transformation.

January 3, 2024

Technology-enabled client experiences

Grayson Greer, Managing Director, Global at First Rate, on emerging technologies in wealth management.

December 11, 2023

A five-step framework for successful business transformation

Why do 70% of business transformations fail?

December 11, 2023

Taking financial enterprise transformation from idea to reality.

Organizational change requires more than retooling the mechanics of your business.

November 3, 2023

The power of connection

Tackling change can be easier with peers at your side.

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September 12, 2023

CITs go mainstream

Low cost, flexibility spark growth and opportunity in the DC market

August 17, 2023

Leveraging values to build a loyal team

Highlights from our e-book, “5 steps for leveraging values to build a loyal team.”

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August 9, 2023

Evolving distribution models in alternative investments

New markets. Different investors. Game-changing platforms.

May 10, 2023

Oakglen Wealth Limited Goes Live on the SEI Wealth Platform

Technology and Operational Outsourcing to Power Oakglen’s Growth Ambitions and New UK Business

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April 19, 2023

The rise of packaged products in the DC market.

Actionable insights for asset managers looking to pursue success in the defined contribution landscape. Read the full paper online below or download the PDF.

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March 23, 2023

Communication is key

Effective communication is critical to successful change. Teams need to be inclusive and have a common understanding of the vision, mission, and values to deliver.

March 20, 2023

Building a loyal advisor team

Organizational values play a larger role than ever in attracting advisors.

March 8, 2023

Values are redefining the client experience.

Highlights from our e-book, “How to integrate values to elevate the client experience.”

February 28, 2023

Elevate the client experience with a focus on values

A greater focus on values is redefining the client experience.

February 24, 2023

Leveraging values in practice management

Highlights from our e-book, "A new path to growth."

February 22, 2023

SEI Extends 10-year Relationship with Veritas Investment Partners

Extension Reflects Strength of SEI’s Proposition for Private Client Investment Managers

February 7, 2023

Leveraging values in practice management: A new path to growth

Values are changing wealth management. Are you ready?

January 1, 2023

Knowledge is power

The SEI Learning Program creates competitive advantage for third-party consultants

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December 22, 2022

Evolving leadership: Staying ahead of client expectations

From tech to talent, transparency, and culture, Sanjay Sharma is bringing a new leadership perspective to private banking and wealth management at SEI.

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December 1, 2022

Stay on the forefront of change

As the SEI Wealth Platform recently celebrated its 15-year anniversary, Sanjay Sharma explains our internal philosophy of constant evolution and revolution.

November 10, 2022

SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield

New Service Helps Wealth Managers Address Investors’ Increasing Portfolio Complexity

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October 13, 2022

Importance of culture

Justina Lai, Chief Impact Officer of Laird Norton Wealth Management & Wetherby Asset Management, on integrating culture and technology.

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October 11, 2022

Preparing for change

Kevin Chorniak, Senior Managing Director, Bankers Trust and Chief Operating Officer, BTC Capital Management on enabling successful change.

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October 4, 2022

Leading through change

Kristen Bauer, Chief Executive Officer of Laird Norton Wealth Management, on what makes a successful leader in times of change.

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September 20, 2022

Delivering confident change

Hear how industry leaders approach and implement change with an eye on the future.

September 2, 2022

Building strength through unification.

For many firms, the route to expansion and transformation is through M&A. We discuss how today’s firms are not only using M&A to expand, but to diversify and modernize.