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News, Comment & Analysis results for SEI Investments

People Moves
July 9, 2026

Who's Moving Where In Wealth Management? – Fiduciary Trust International, Cerity, Prairie Wealth, Others

The latest senior appointments, moves and personnel changes in the North American wealth sector.

People Moves
May 1, 2026

Who's Moving Where In Wealth Management? – RBC Wealth Management – US, Alaris, Riverpoint

The latest senior moves, appointments and personnel changes in North American wealth management.

Financial Results
April 25, 2024

SEI Investments' Net Income Rises

The Pennsylvania-headquartered business works with a variety of organizations, including family

Financial Results
February 1, 2024

Net Income Rises At SEI Investments

The US-headquartered group, operating in several regions of the world, serves private banks and

Financial Results
November 1, 2022

SEI's Net Income Slides On Voluntary Separation Program; Revenues Dip

The firm took a one-off charge from its program aimed at long-tenured employees which cost $57

WM Market Reports
May 9, 2022

Global Wealth Platform Market To Reach $6.29 Billion In 2029

Businesses examined in the report are SS&C Technologies, Fiserv, FIS, Profile Software, Broadridge

Technology
March 14, 2022

Digital Digest: The Latest Tech News – Wealth Platforms Market

The latest news and reports about developments in the financial technology space.

Comment & Analysis results for SEI Investments

Award Winners

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Finance Leadership Drives Confidence Among Women – Beacon Pointe

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Caprock Buys Austin-Based Venturi Private Wealth, Adds $4 Billion AuM

Getting Into What Matters For HNW Families – An Interview With Kathy Lintz

Can Fisher Investments' Marketing Magic Be Replicated?

Potomac Financial Group Shifts To Concurrent Platform

OPINION OF THE WEEK: Clients’ Use Of AI – Should Advisors Be Scared Or Excited?

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