Chester County News and Community Website
OAKS, PA — Summit Wealth Group, a rapidly expanding enterprise advisor practice, has announced its pivot to a registered investment advisor (RIA) model through a new partnership with SEI® (NASDAQ: …
Summit Wealth Group Joins Forces with SEI, Adopts Independent RIA Model Read More OAKS, PA & LONDON — SEI® (NASDAQ: SEIC) has announced its participation in the Bank of England’s Digital Securities Sandbox (DSS) through a partnership with Ctrl Alt, a tokenization platform. …
SEI Joins Bank of England’s Digital Securities Sandbox in Partnership with Ctrl Alt Read More OAKS, PA — SEI® (NASDAQ: SEIC) has announced a significant expansion of its direct index separately managed account (SMA) strategies alongside enhancements to its unified managed account (UMA) solutions. These …
SEI Expands Direct Index Strategies and Enhances UMA Solutions Read More OAKS, PA — SEI Investments Company (NASDAQ: SEIC) has announced an additional $500 million authorization for its stock repurchase program, bringing the total available buyback pool to approximately $556 million. This …
SEI Investments Expands Stock Repurchase Program by $500 Million Read More OAKS, PA — SEI® (NASDAQ: SEIC) has unveiled SEI Strategies with Capital Group®, a new lineup of model portfolios designed to enhance investor portfolio construction. These strategies, which consist entirely of …
SEI Partners with Capital Group to Introduce Tax-Managed Model Portfolios Read More OAKS, PA — SEI® (NASDAQ: SEIC) has announced the debut of SEI Access™, an alternative investment product marketplace designed to simplify and expand access to alternative investment opportunities for U.S.-based registered …
SEI Launches SEI Access, Transforming Alternative Investment Access Read More
PHILADELPHIA and OAKS, PA — Aquiline and SEI® (NASDAQ: SEIC) have announced a definitive agreement under which Aquiline will acquire SEI’s Family Office Services business for $120 million. Upon completion, the …
Aquiline to Acquire SEI’s Family Office Services Business in $120 Million Deal Read More OAKS, PA — SEI® (NASDAQ: SEIC) has announced the expansion of its strategic partnerships with Nifty, Jump, and TIFIN Wealth, reinforcing its commitment to enhancing advisor services. These partnerships aim …
SEI Expands Strategic Partnerships to Boost Advisor Growth and Efficiency Read More OAKS, PA — SEI Investments Company (NASDAQ: SEIC) has delivered record financial results for the fourth quarter of 2024, driven by robust execution of its growth strategy. The company reported a …
SEI Investments Reports Record Q4 2024 Financial Results Read More OAKS, PA, and LUXEMBOURG — SEI® (NASDAQ: SEIC) has announced the appointment of three key leaders to its Luxembourg office as part of the company’s strategy to enhance its global operations …
SEI Strengthens Luxembourg Leadership to Bolster Global Growth Read More