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OAKS, PA — SEI (NASDAQ: SEIC) is adding Zocks’ artificial intelligence workflow tools to its advisor services ecosystem, giving financial advisory firms another option for automating administrative work as the …
SEI Adds Zocks AI Tools to Advisor Services Network Read More OAKS, PA — SEI (NASDAQ: SEIC) launched a U.S. large-cap exchange-traded fund designed to limit concentration risk in traditional market-cap-weighted indexes, expanding the investment manager’s ETF lineup with the first …
SEI Targets Index Concentration With New Large-Cap ETF Read More OAKS, PA — SEI (NASDAQ: SEIC) and WTW Investments are expanding their partnership to develop private-markets investment structures for 401(k) and other U.S. defined contribution plans, part of a broader …
SEI, WTW Expand 401(k) Push Into Private Markets Read More OAKS, PA — SEI Investments Co. (NASDAQ: SEIC) posted higher second-quarter revenue and operating income as stronger sales momentum and margin expansion offset a decline in reported earnings per share, …
SEI Reports Revenue Growth, Margin Expansion in Second Quarter Read More OAKS, PA — SEI (NASDAQ: SEIC) will report second-quarter 2026 results after markets close July 22, giving investors an update on the financial technology and asset management provider as its …
SEI Sets July 22 Earnings Release as Assets Near $2 Trillion Read More OAKS, PA — SEI (NASDAQ: SEIC) has expanded its transfer agency business to support SEC-registered retail and alternative investment funds, positioning the financial technology company to capitalize on growing demand …
SEI Expands Transfer Agency as Private Markets Grow Read More OAKS, PA — SEI (NASDAQ: SEIC) has appointed company veteran Rob Wrzesniewski to a newly created leadership role overseeing technology strategy for Stratos Wealth Holdings, deepening the integration between the …
SEI Names Veteran Executive to Lead Stratos Technology Strategy Read More OAKS, PA — SEI (NASDAQ: SEIC) has created a new global leadership position focused on expanding professional services across its technology and operations businesses, a move that signals the company’s …
SEI Creates Global Services Role to Expand Consulting Push Read More OAKS, PA — SEI (NASDAQ: SEIC) is expanding its technology platform for investment managers with new data, automation, and workflow tools as asset managers face increasing pressure to reduce operational …
SEI Expands Platform to Automate Investment Operations Read More OAKS, PA — SEI has created and expanded key artificial intelligence and data leadership roles as the financial technology and investment services company seeks to integrate AI across its operations, …
SEI Reshapes Leadership to Accelerate Enterprise AI Strategy Read More