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Articles tagged "SEI Investments"


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Laura Levesque: Fee pressures are considerable but defined contribution plans may pick up the slack.

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

Mike Cagnina: [Muench] understands the industry and the driving forces behind the growing trend of plan sponsors’ shift toward a discretionary investment management model.

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

Greg Verfaillie: In the conversations I've been having with advisors, it's clear this decision is not going to be made on product or platform; it's about the relationship.

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

James Combs: [Open architecture is] the key to growth and expanding the shareholder base moving forward.

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

James Minnick sees the promise of taking a trust company with a planning approach and giving it a national footprint.

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

Richard Smith: Callan gave me an ultimatum.

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

Patrick Sweeny and David Connelly: In 1994, Pat and I felt we were very, very late to the game.

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

Bill Crager: Business is very good.

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

Life in Maine: I am working next week and no news story of the first order will go uncovered.

We're winding down a bit over the holidays

Non-deadline projects will take precedence for 10 days

December 24, 2009 at 4:34 AM

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