SEI
Asian advisers need to move on from product selling, says SEI
Service differentiation is key in Asia ahead of firm’s move into region with BMO
Investment | 20 Dec 18
‘Market downturn’ expected over next two years
US wealth advisers also said their biggest worry for 2019 in the financial sector is a ‘big market correction’
Best Practice | 23 Aug 18
Five tech risks wealth managers can turn into opportunity
Wealth managers need to look at ways of embracing technology rather than viewing it as a threat
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PEOPLE MOVES: OMW, Phoenix Group, AMP
Old Mutual Wealth appoints an industry veteran to its specialist pensions team, the Phoenix Group chairman announces his retirement and embattled AMP appoints an executive chairman.
SEI Wealth Platform adds £10bn assets in 2017
SEI Wealth Platform increased assets under administration by £9.3bn to £41.4bn ($57.6bn, €46.7bn) in 2017, its parent company has reported.