StreetInsider.com News Articles

SEI Research Indicates 71% of Wealthy Investors Offer Advisors an Untapped Opportunity to Manage More of Their Assets

Thu, 10 Sep 2026 09:00:00 -0400

Findings Reveal Opportunities for Advisors to Drive Organic Growth by Reducing Tax Drag, Enabling Asset Consolidation, and Delivering More Personalized Advice

OAKS, Pa., Sept. 10, 2026 /PRNewswire/ -- SEI^® (NASDAQ: SEIC) today announced the findings from a series of proprietary surveys of financial advisors and high-net-worth investors, revealing a communication gap that may be limiting advisors' ability to capture held-away assets and deliver household-level advice. According to the surveys, while 95% of advisors say they actively try to consolidate client assets and 81% say they tell clients they offer

SEI Research Indicates 71% of Wealthy Investors Offer Advisors an Untapped Opportunity to Manage More of Their Assets

Thu, 10 Sep 2026 09:00:00 -0400

Findings Reveal Opportunities for Advisors to Drive Organic Growth by Reducing Tax Drag, Enabling Asset Consolidation, and Delivering More Personalized Advice

Form 144 SEI INVESTMENTS CO Filed by: Peterson Michael

Fri, 28 Aug 2026 16:27:00 -0400

si-local-file:///var/storage/secattach/20260828/26998415.html

Form 144 SEI INVESTMENTS CO Filed by: Peterson Michael

Fri, 28 Aug 2026 16:27:00 -0400

si-local-file:///var/storage/secattach/20260828/26998415.html

Form N-PX SEI INVESTMENTS CO For: Jun 30

Thu, 27 Aug 2026 13:10:00 -0400

si-local-file:///var/storage/secattach/20260827/26988391.html

Form N-PX SEI INVESTMENTS CO For: Jun 30

Thu, 27 Aug 2026 13:10:00 -0400

si-local-file:///var/storage/secattach/20260827/26988391.html

Form 13F-HR SEI INVESTMENTS CO For: Jun 30

Fri, 14 Aug 2026 11:56:00 -0400

si-local-file:///var/storage/secattach/20260814/26927464.html

Form 13F-HR SEI INVESTMENTS CO For: Jun 30

Fri, 14 Aug 2026 11:56:00 -0400

si-local-file:///var/storage/secattach/20260814/26927464.html

Form SCHEDULE 13G/A SEI INVESTMENTS CO Filed by: LOOMIS SAYLES & CO L P

Fri, 14 Aug 2026 10:43:00 -0400

si-local-file:///var/storage/secattach/20260814/26926728.html

Form SCHEDULE 13G/A SEI INVESTMENTS CO Filed by: LOOMIS SAYLES & CO L P

Fri, 14 Aug 2026 10:43:00 -0400

si-local-file:///var/storage/secattach/20260814/26926728.html

SEI partners with Zocks to add AI assistant to advisor ecosystem

Wed, 12 Aug 2026 09:03:05 -0400

SEI (NASDAQ: SEIC) announced a partnership with Zocks, an AI assistant designed for financial advisors, adding the platform to its advisor services ecosystem, according to a press release.

Zocks automates meeting preparation, note-taking, client follow-up, CRM updates, financial planning updates, client onboarding, and forms processing. The company states its platform serves more than 5,000 firms.

As part of the arrangement, SEI advisors will gain access to Zocks through SEI's ecosystem of third-party service providers, which also includes discounted pricing and supporting resources. SEI manages, advises, or administers approximately $2.1 trillion in assets as of June 30, 2026.

Erich Holland, Head of SEI's U.S.

SEI Expands Advisor Services Ecosystem with AI Assistant Zocks

Wed, 12 Aug 2026 09:00:00 -0400

SEI and Zocks Help Advisors Adopt AI-Powered Workflow Automation, Strengthen Client Engagement

OAKS, Pa., Aug. 12, 2026 /PRNewswire/ -- SEI^® (NASDAQ:SEIC) today announced a strategic partnership with Zocks, an AI assistant built specifically for financial advisors, expanding its advisor services ecosystem of partners with a resource intended to help firms reduce administrative burdens, strengthen client engagement, and scale more efficiently.

Zocks helps automate meeting preparation, meeting notes, client follow-up, CRM and planning updates, client onboarding, forms, and client intelligence workflows. The platform is designed to help advisors spend less time on administrative

SEI Expands Advisor Services Ecosystem with AI Assistant Zocks

Wed, 12 Aug 2026 09:00:00 -0400

SEI and Zocks Help Advisors Adopt AI-Powered Workflow Automation, Strengthen Client Engagement

SEI Expands Advisor Services Ecosystem with AI Assistant Zocks

Wed, 12 Aug 2026 09:00:00 -0400

SEI and Zocks Help Advisors Adopt AI-Powered Workflow Automation, Strengthen Client Engagement

SEI Expands Advisor Services Ecosystem with AI Assistant Zocks

Wed, 12 Aug 2026 09:00:00 -0400

SEI and Zocks Help Advisors Adopt AI-Powered Workflow Automation, Strengthen Client Engagement

Form 4 SEI INVESTMENTS CO For: Aug 04 Filed by: McCabe Philip

Thu, 06 Aug 2026 16:24:00 -0400

si-local-file:///var/storage/secattach/20260806/26884565.html

Form 4 SEI INVESTMENTS CO For: Aug 04 Filed by: McCabe Philip

Thu, 06 Aug 2026 16:24:00 -0400

si-local-file:///var/storage/secattach/20260806/26884565.html

SEI Launches ANGU ETF, Bringing Factor Research to Traditional Index Exposure

Thu, 06 Aug 2026 12:00:00 -0400