Haverford Trust Adds OCIO Services
RADNOR, PA — The Haverford Trust Company, a private wealth management firm, announced it recently completed the transition of a majority of clients formerly associated with its sister company, Drexel …
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John Ventura Joins WSFS Wealth as Senior Vice President, Senior Private Banking Relationship Manager
WILMINGTON, DE — John Ventura has joined WSFS Wealth Private Banking, a division of WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), as Senior Vice President, Senior …
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West Chester’s Patti Brennan Ranks in America’s Top 250 Wealth Advisors by Forbes
WEST CHESTER, PA — Key Financial, Inc. of West Chester, PA has just announced that their CEO Patti Brennan, CFP® has been named by Forbes in their rankings for America’s Top …
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SEI Expands Technology Offering with Wealthbox
OAKS, PA — SEI (NASDAQ: SEIC) announced a strategic partnership and technology integration with Wealthbox, a client relationship management (CRM) software service designed specifically for financial advisors. Wealthbox joins the nearly 50 …
Read More SEI Reports Second-Quarter 2021 Financial Results
OAKS, PA — SEI Investments Company (NASDAQ: SEIC) announced financial results for the second-quarter 2021. Diluted earnings per share were $0.93 in second-quarter 2021 compared to $0.68 in second-quarter 2020.
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CI Financial Enters PA with Acquisition of Radnor Financial Advisors
WAYNE, PA — CI Financial Corp. (TSX: CIX; NYSE: CIXX) has announced an agreement to acquire Radnor Financial Advisors, a comprehensive wealth and investment management firm serving primarily high-net-worth families …
Read More SEI Announces New Strategic Alignment of Advisor Business
OAKS, PA — SEI (NASDAQ: SEIC) announced a strategic realignment of Independent Advisor Solutions by SEI to better serve financial advisors’ needs in the face of industry change and investor evolution.
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eMoney Advisor Announces Plans for Virtual Summit
RADNOR, PA — eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced details for its annual Summit – the industry’s premier event …
Read More SEI to Host Fireside Chats at Upcoming Industry Conferences
OAKS, PA — SEI (NASDAQ: SEIC) announced that the company will virtually attend Piper Sandler’s Global Exchange & FinTech Conference and Morgan Stanley’s U.S. Financials, Payments & CRE Conference.
Read More SEI Declares Dividend of $0.37 per Share
OAKS, PA — The Board of Directors of SEI Investments Company (NASDAQ: SEIC) on June 2, 2021, declared a dividend of $0.37 (thirty-seven cents) per share. The cash dividend will …
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