Articles tagged "SEI"


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AssetMark finds greatest treasure of Curian shipwreck to be its survivors, even as it salvages $2 billion from the ocean floor

The Concord, Calif.-based outsourcer fills five sales positions from its fallen competitor with ease and sets them a task to throw life rings to even more adrift advisors

October 19, 2015 — 3:43 PM UTC

After lassoing Banyan and Silver Bridge talent, Ropes & Gray launches $2.7 billion RIA to extend its legal brand to financial advice

The 150-year-old white shoe, which counseled Mitt Romney on financial matters, is unshackled to advise as Ropes Wealth Advisors

March 12, 2015 — 5:58 PM UTC

How big companies stampeded to T3 with big bucks and how it affects the once maverick RIA software show

Broker-dealers, custodians, Salesforce and TAMPs are paid more and played more in Anaheim

February 13, 2014 — 5:49 PM UTC

How U.S. Bank appeared on the scene as an RIA custodian and where it might find love

Though the brand seems to scream out Generic Retail Bank, its Cincinnati RIA unit see room to wrest share from bigger, more faceless banks and the smaller brokerages

June 11, 2013 — 6:15 AM UTC

Genworth's TAMP is bought up by two private-equity firms for $412 million

After a long spell on the block, Aquiline Capital and Genstar Capital coughed up the cash to buy the roll-up of Altegris, AssetMark and Centurion

March 28, 2013 — 3:45 PM UTC

SEI makes its play for big RIAs by doing some un-SEI things

The Oaks, Pa. TAMP, long doctrinaire about its closed approach, is taking big steps to open up but it still may not be enough, say some advisors and competitors

June 26, 2012 — 2:26 PM UTC

With formerly hot TAMP category hitting a cold patch, Envestnet stays on a roll

Genworth had great annual results but hit an asset-gathering wall this summer; Brinker, a dark horse, makes solid showing

March 9, 2012 — 5:16 AM UTC

A crucial question for HNW clients: What is money for - and what should advisors do in response to the answer?

A Lindner Capital Advisors symposium recently answered some sticky questions with help from Meir Statman and others.

October 27, 2011 — 3:37 AM UTC

An advertiser's-eye view from among the booths of the FPA convention's exhibit hall

Technology companies, Chubb, TD Ameritrade and BrightScope get special notice

September 18, 2011 — 1:19 AM UTC

How Fortigent got $50 billion on its platform by treating an RIA pain-point

The Rockville, Md.-based company was early in the high-end of the market but other outsourcers are catching on

September 12, 2011 — 1:51 PM UTC