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SEI Investments Company

SEI Investments Company
Regional

SEI Heads to UBS Conference as Investors Eye Strategy and $1.9T Platform

February 9, 2026February 9, 2026 - by Timothy Alexander

OAKS, PA — SEI (Nasdaq: SEIC) said it will take the stage at the UBS Financial Services Conference next month, putting the spotlight on its strategy and performance as investors …

SEI Heads to UBS Conference as Investors Eye Strategy and $1.9T Platform Read More

SEI Investments Company
Regional

SEI Caps Strong 2025 With Profit Jump and Margin Gains Across Core Businesses

February 5, 2026February 3, 2026 - by Timothy Alexander

OAKS, PA — SEI Investments Company (Nasdaq: SEIC) closed out 2025 with a strong fourth quarter, reporting double-digit growth in earnings and operating income as the financial services firm benefited …

SEI Caps Strong 2025 With Profit Jump and Margin Gains Across Core Businesses Read More
SEI Investments Company
Regional

Wall Street Meets Quant Models as New Investment Trusts Target U.S. Retirement Plans

February 4, 2026February 3, 2026 - by Timothy Alexander

BOSTON, MA & OAKS, PA — Global asset manager Mackenzie Investments is expanding its U.S. institutional footprint with the launch of four new collective investment trusts, tapping SEI to provide …

Wall Street Meets Quant Models as New Investment Trusts Target U.S. Retirement Plans Read More

SEI Investments Company
Regional

SEI Names Veteran Banker to Lead Asset Management Push Across Banks

January 26, 2026January 25, 2026 - by Timothy Alexander

OAKS, PA — SEI (NASDAQ: SEIC) said Paul Lehman has joined the company as head of bank asset management distribution, a move aimed at deepening relationships with banks and expanding …

SEI Names Veteran Banker to Lead Asset Management Push Across Banks Read More
SEI Investments Company
Regional

SEI Sets Jan. 28 Earnings Release, Late-Day Call to Cap 2025 Results

January 25, 2026January 24, 2026 - by Timothy Alexander

OAKS, PA — SEI (NASDAQ: SEIC) said it plans to release its fourth-quarter 2025 earnings after the market closes on Wednesday, January 28, 2026, followed by a conference call with …

SEI Sets Jan. 28 Earnings Release, Late-Day Call to Cap 2025 Results Read More

SEI Investments Company
Regional

SEI Names Jeff Benfield to Lead Its Product Strategy in a Fintech Power Shift

January 13, 2026January 12, 2026 - by Timothy Alexander

OAKS, PA — SEI (NASDAQ: SEIC) is sharpening its focus on product-driven growth, naming longtime executive Jeff Benfield as chief product officer in a move that puts technology and client …

SEI Names Jeff Benfield to Lead Its Product Strategy in a Fintech Power Shift Read More
SEI Investments Company
Regional

SEI Boosts Dividend as Asset Base Nears $1.8 Trillion Milestone

December 27, 2025December 24, 2025 - by Timothy Alexander

OAKS, PA — SEI Investments Company (NASDAQ: SEIC) has approved a higher payout for shareholders, declaring a regular semi-annual dividend of $0.52 per share, up from $0.49 previously, signaling continued …

SEI Boosts Dividend as Asset Base Nears $1.8 Trillion Milestone Read More

SEI Investments Company
Regional

SEI Founder Steps Aside After 50-Plus Years, Signaling a New Era

December 26, 2025December 24, 2025 - by Timothy Alexander

OAKS, PA — SEI (NASDAQ: SEIC) is marking the end of a defining chapter in its corporate history as founder Alfred P. West Jr. prepares to step down as executive …

SEI Founder Steps Aside After 50-Plus Years, Signaling a New Era Read More
SEI Investments Company
Regional

SEI Takes Majority Stake in Stratos Wealth as Competition Intensifies in Advisor Services

December 11, 2025December 10, 2025 - by Timothy Alexander

OAKS, PA — SEI® (NASDAQ: SEIC) completed the first phase of its strategic investment in Stratos Wealth Holdings, acquiring the U.S.-based portion of the business for approximately $441 million. The …

SEI Takes Majority Stake in Stratos Wealth as Competition Intensifies in Advisor Services Read More
SEI Investments Company
Regional

SEI Unveils Expanded Tax-Optimization Tools Aimed at Boosting Investor Outcomes

November 21, 2025November 20, 2025 - by Timothy Alexander

OAKS, PA — SEI® (NASDAQ: SEIC) is rolling out a broad expansion of its tax-management and overlay capabilities across its separately managed account (SMA) and unified managed account (UMA) platforms, …

SEI Unveils Expanded Tax-Optimization Tools Aimed at Boosting Investor Outcomes Read More

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