SEI

“We see this as a growth engine for the industry to help advisors, RIAs, bank, [and] trust companies be able to consolidate and capture held-away assets and to operationalize that process of management.” Arthur Worthington, CFP? shares how UMH technology can support holistic financial planning and optimize after-tax returns with Nate DiCamillo at FundFire. https://lnkd.in/ezuaT2aq #SEIC

Private markets are rapidly transforming. Ian MacWilliams, MBA talks strategy, the regulatory landscape, and the role of digital innovation in alternative investments. https://lnkd.in/eJs-yfmM #SEIC Important information: Information provided by SEI Investment Managers business; SEI Investments-Depositary and Custodial Services (Ireland) Limited; SEI Investments-Luxembourg S.A.; and SEI Investments (Europe) Limited, which are wholly owned subsidiaries of SEI Investments Company. The Investment Managers business is an internal business unit of SEI Investments Company.

Congratulations to Paul Burton, FBCS, CITP, ACM, Ronan Marray, and Tracy Schlott as our 2024 LOVE Award winners, who were peer-nominated for Living Our Values Every day. Their positive contributions to our culture and communities exemplify our values of courage, integrity, collaboration, inclusion, connection, and fun. #SEIC

As the economic environment and investor demands shift, Benjamin Cooper makes the case for consolidation. A centralized investment proposition can enhance client outcomes, improve operational efficiency, and reduce compliance burden. https://lnkd.in/e5xm7-7N #SEIC

Our new lineup of model portfolios, SEI Strategies with Capital Group, combine our asset allocation and tax-management capabilities with active, multi-manager ETFs from Capital Group to provide flexibility across geographic exposures and tax sensitivity. https://lnkd.in/euqZTrks #SEIC

How can alternative investment firms transform their businesses and gain a competitive advantage with AI tools? CTO Zachary Womack explains. https://lnkd.in/eWjmEH4Y #SEIC

We recently partnered with the National Arts Program?for our first annual visual art exhibition, showcasing the talent of our employees around the world. They submitted original works of art to share their creativity with the SEI community and for a chance to win a variety of awards. The National Arts Program?partners with more than 90 venues in 30+ states each year to create workplace exhibitions, where the artistic expression of employees is recognized.?

As we approach #InternationalWomensDay, SEI Women’s Network invites you to “Building Bridges for an Empowered Future.” Join us virtually on Wednesday, March 12 for our annual leadership summit focused on creating connections that truly matter—those that spark innovation, foster mentorship, and drive positive change. Hear from thought leaders and inspiring speakers from all industries as you build connections and gain insights to help you be an even better leader. Register:?https://lnkd.in/eCnQkhH9 #SEIC

We launched our alternative investment product marketplace through SEI Access, offering wealth managers and advisors in the U.S. a digital, public market experience for private markets. https://lnkd.in/ePNGQp4X #SEIC

Today we announced that we have entered into a definitive agreement with Aquiline, a private investment firm specializing in financial services and technology, for Aquiline to acquire our Family Office Services business. https://lnkd.in/eWYyg6vV #SEIC