Articles tagged "SEI Investments"


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Curian Capital predators position to pounce -- but a few copiously keep their distance to avoid quills

As smaller TAMPs play the finesse game, SEI, AssetMark and Envestnet, with combined $100 billion-plus AUM, see a path to play up their size and scale after the smaller TAMP falters

August 17, 2015 — 4:51 PM UTC

National Advisors Trust appoints former SEI exec as its new chief -- and hands him a big to-do list

The trust company hopes to give its RIA owners the ability to put their trust assets at the custodian of their choice

April 2, 2013 — 4:42 AM UTC

Lovell Minnick jumps into the roll-up game with the purchase of $2-billion wealth manager -- and a plan

Starting with Kanaly Trust, the Philly area private-equity firm plans to pick off sleepy, undersized trust companies and unleash their potential

October 10, 2012 — 3:39 AM UTC

Callan terminates a $1-billion RIA as a client after a 20-year run after the RIA turned its competitive guns on Callan

CapGroup Advisors began to subadvise fellow RIAs and make its own UMA products, and Callan saw it as a conflict; the RIA agreed

August 9, 2012 — 5:28 AM UTC

Advisor Spotlight: Two small Dean Witter breakaways are now Symmetry, a big DFA TAMP

David Connelly and Patrick Sweeny grew to $6.5 billion of assets largely as an exclusive DFA shop but recent added Vanguard, BlackRock and State Street ETFs

June 30, 2011 — 3:08 PM UTC

Envestnet and other TAMPs keep the asset train rolling in the first quarter

Genworth had a rare deceleration in net flows but it'll be short-lived after a new product launch, according to Gurinder Ahluwalia

May 19, 2011 — 3:21 PM UTC

We're winding down a bit over the holidays

Non-deadline projects will take precedence for 10 days

December 24, 2009 — 4:34 AM UTC
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