SEI

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  Banks Must Step Up Digital Game to Woo the Wealthy

  By Michael S. Fischer  |  May 3, 2013

  The more banks connect digitally with their clients, the greater the chance they have to inspire brand loyalty, according to the SEI Futurewealth report.

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  Newly Affluent Unimpressed With Advisors’ Use of Tech and Investment Strategy

  By Michael S. Fischer  |  February 28, 2013

  Up-and-coming affluent people are unimpressed with the way advisors use technology to show them how to invest their money, according to a new study.

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  World’s Rising Wealthy Lead Information Age: Futurewealth Report

  By Michael S. Fischer, AdvisorOne  |  December 3, 2012

  Wealthy people around the world have high levels of engagement with the Internet’s future possibilities, with important implications for the wealth management industry, according to a new study.

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  Advisor Poll Shows Growing Confidence in Romney Win

  By Danielle Andrus, AdvisorOne  |  September 20, 2012

  In a poll conducted in mid-June, 52% said Romney would win the election.

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  SEI Testing Wealth Platform for Advisors

  By Danielle Andrus, AdvisorOne  |  June 27, 2012

  SEI is running a pilot program to improve its administrative and operational platform for advisors, with a full launch planned for the first quarter of 2013.

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  Elite Global Consumers Grow More Conservative: Futurewealth Report

  By Michael S. Fischer  |  January 19, 2012

  Wealth creators around the world are less confident about their ability to make money this year, according to a report released Tuesday by Scorpio Partnership as part of its ongoing Futurewealth Project.

• SEI Financial Advisor Survey Says Clients Are 'Very Concerned'

  By Janet Levaux, AdvisorOne  |  June 24, 2010

  A recent survey of 150 top financial advisors working with wealth manager SEI found that advisors continue to spend more of their time reassuring existing clients than actively acquiring new ones.

• Top FA Survey Says: Clients 'Very Concerned'

  By Janet Levaux, AdvisorOne  |  June 23, 2010

  SEI Advisor survey finds that financial advisors have to spend most of their time addressing investors' concerns with growth, giving the FAs less time to work with prospective clients.

• New report: Hedge fund success depends on performance, greater transparency

  By Staff Writer  |  January 27, 2009

  In the wake of the worst year on record for hedge funds, hedge fund managers should expect to see wider-ranging and more in-depth scrutiny of...