Articles tagged "SEI Investments"
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The super-TAMP 'OCIO' category suddenly, finally looks mortal in 2019, says Cerulli report, but modest reinvention and price cuts could give it a new run
The outsourced chief investment officer industry exploded to almost $2 trillion globally and $1.4 trillion in the US, by striking a balance between TAMPs and consultants that propelled 20% growth without much fee pressure, the Boston consultant shows.
December 23, 2019 at 6:22 PM
SEI goes hard after 401(k) plan sponsors by poaching a star from Northern Trust and bundling him up, but he'll be swimming against market trends
The Oaks, Pa.-based TAMP poached Scott Muench from the $10.7 trillion asset-manager and custodian, ending a nationwide search -- and Muench's 19-year streak at the Chicago-based giant
September 21, 2018 at 11:27 PM
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 at 4:51 PM
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 at 4:42 AM
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 at 3:39 AM
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 at 5:28 AM
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 at 3:08 PM
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 at 3:21 PM
We're winding down a bit over the holidays
Non-deadline projects will take precedence for 10 days
