Steve Onofrio

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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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  Advisors Want Romney, Resigned to Obama

  By Danielle Andrus, AdvisorOne  |  May 30, 2012

  Although financial advisors largely support Mitt Romney as the next U.S. president, most expect Barack Obama will serve a second term, according to an SEI Quick Poll on Wednesday.

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  Retirement Portfolio Recovery Leaves Investors Behind

  By Danielle Andrus, AdvisorOne  |  April 11, 2012

  Advisors say their clients’ retirement portfolios have nearly recovered from the recession, but they aren’t sure their clients have.

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  January Market Bump Cheers Advisors: Poll

  By Marlene Y. Satter, AdvisorOne  |  February 9, 2012

  Advisors' optimism on the behavior of the stock market has zoomed upward by 50% after three weeks of strong showings.

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  Survey Shows Many Advisors Grew in 2011, Despite Volatility

  By Janet Levaux, AdvisorOne  |  December 22, 2011

  SEI Quick Poll of advisors poll found that 40% boosted their firms' net new assets by more than 10% in 2011, and 12% expanded their practices by more than 20%.

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  Use of iPads, Other Tablets, Rises Among Advisors

  By Danielle Andrus, AdvisorOne  |  June 20, 2011

  Tablets are a runaway success among financial advisors, according to an SEI Quick Poll released Thursday.

• SEI Announces ‘No Fees’ for Low AUM Advisors

  By Kathleen McBride, AdvisorOne  |  November 11, 2010

  SEI Advisor Network announced Tuesday the launch of a new initiative called, "No Advisor Fees, No Matter What."

• SEI Quick Poll: Upcoming Elections Breed ‘Fear and Uncertainty’ Among Investors

  By John Sullivan, AdvisorOne  |  October 29, 2010

  Nearly half of financial advisors believe the upcoming elections have created "fear and uncertainty" among their clients, according to an SEI Quick Poll released Friday.

• Align yourself with the pros

  By David Port  |  June 1, 2008

  The old "time is money" adage may be overused, but it's still apropos in advisory circles. Professional advisors who find ways to spend more time...