Sei Investments Company (SEIC) 31.44 $SEIC
SEI to Announce First-Quarter 2014 Earnings on Wednesday, April 23, 2014
Marketwire - Wed Apr 16, 2:00PM CDT
SEI Investments Company (NASDAQ: SEIC) announced today that it intends to release first-quarter 2014 earnings on Wednesday, April 23, 2014, before the market opens. The company will also hold a conference call to discuss these financial results beginning at 1:00 p.m. ET.
Kimmel Center Showcases Provocative Sculpture Series in Second SEI Innovation Studio Installation
Marketwire - Wed Apr 16, 8:00AM CDT
Find yourself face to face with some of the world's greatest composers at the Kimmel Center's most recent art installation. Internationally acclaimed Taiwanese artist Long-Bin Chen's unusually realistic sculptures, aptly named "The Composers," is the second of public art installation in the Kimmel Center Plaza. The sculptures are on loan until June from the West Collection through a partnership with SEI (NASDAQ: SEIC). The first exciting installation, Jonathan Schipper's "The Slow and Inevitable Death of American Muscle," simulated a head-on collision of two-muscle cars and was on display for 90 days.
SEI Survey: Changes to Tax Laws Impact Portfolio Recommendations of Financial Advisors
Marketwire - Tue Apr 15, 11:29AM CDT
Recent changes to the tax laws have financial advisors looking to revise their recommendations for portfolio implementation to better manage the impact of taxes, according to a survey released today by SEI (NASDAQ: SEIC). The survey revealed that nearly 9 in 10 advisors polled (88 percent) said that, in light of new tax laws, they are considering making changes to their portfolio strategies in order to reduce the overall effect of taxes. The survey, of more than 250 financial advisors, comes at a time when taxes are top of mind for advisors and their clients.
Strategic Agreements, Client Support Website Launch, and Earnings Release Schedules - Analyst Notes on BofI Holding, AmTrust Financial Services, Xoom, SEI, and First Midwest
PR Newswire - Tue Apr 15, 7:00AM CDT
Today, Analysts Review released its analysts' notes regarding BofI Holding Inc. (NASDAQ: BOFI), AmTrust Financial Services, Inc. (NASDAQ: AFSI), Xoom Corporation (NASDAQ: XOOM), SEI Investments Co. (NASDAQ: SEIC), and First Midwest Bancorp Inc. (NASDAQ: FMBI). Private wealth members receive these notes ahead of publication. To reserve complementary membership, limited openings are available at: http://www.analystsreview.com/1151-100free http://www.analystsreview.com/register
SEI White Paper: Behavioral Segmentation Drives Long-Term Profitability for Wealth Management Industry
Marketwire - Thu Apr 10, 8:06AM CDT
While traditional wallet-based segmentation approaches have historically been the norm in the wealth management industry, future long-term profitability will be driven by a firm's ability to adapt its segmentation model to the evolving needs of its clients, according to a whitepaper released today by SEI (NASDAQ: SEIC). "SEI Insights: Can Segmentation Lead to Sustainable Profits?" explores the benefits of enhancing current segmentation models to incorporate investors' behavior patterns. The paper concludes that unified technology platforms, which enable flexible model-based portfolio construction and provide advisors with varied tools, offer wealth managers the resources necessary to develop and execute more effective segmentation strategies.
SEI Launches Innovative New Website for Private Wealth Management Clients
Marketwire - Tue Apr 08, 8:02AM CDT
SEI (NASDAQ: SEIC) today announced the launch of its new Private Wealth Management client website. This innovative online resource provides individual and family clients an overview of all their assets in relation to their established goals, which can be organized by self, family, and community, in one, centralized place. The enhanced website gives clients the reporting flexibility and full transparency to customize views of their data and drill down to track how each goals-based portfolio is doing in achieving its objective. It provides clients with a more holistic picture of their current assets as well as the wealth they want to pass on to future generations. The new offering is the latest goals-based offering from SEI Private Wealth Management.
Financial Companies Report Appointments, Agreements, Dividends and Stock Movements - Analyst Notes on JPMorgan Chase, SEI Investments, JLL, Hatteras Financial, and Hudson Pacific Properties
PR Newswire - Wed Apr 02, 7:00AM CDT
Today, Analysts Review released its analysts' notes regarding JPMorgan Chase & Co. (NYSE: JPM), SEI Investments Co. (NASDAQ: SEIC), Jones Lang LaSalle Inc. (NYSE: JLL), Hatteras Financial Corp (NYSE: HTS), and Hudson Pacific Properties, Inc. (NYSE: HPP). Private wealth members receive these notes ahead of publication. To reserve complementary membership, limited openings are available at: http://www.AnalystsReview.com/register
Insider Trading Alert - SEIC, OPK And DCI Traded By Insiders
at The Street - Tue Apr 01, 9:30AM CDT
Stocks with insider trader activity include SEIC, OPK and DCI
SEI Poll: DC Plan Sponsors Evaluate If Current Investment Options Achieve Participant Retirement Income Needs
Marketwire - Tue Apr 01, 8:02AM CDT
A survey released by SEI (NASDAQ: SEIC) today found that defined contribution (DC) plan sponsors are evaluating their current target-date-funds (TDFs) and considering whether or not custom TDFs are a better option. Of those plan sponsors already offering TDFs, 12 percent currently use custom funds rather than proprietary or pre-packaged options. The poll suggests that percentage is rising as more than a third (37 percent) of those surveyed said their organization is likely or somewhat likely to implement or revise custom target date solutions in the next 18 months. Last year, the Department of Labor offered guidance to plan sponsors suggesting those offering proprietary or pre-packaged TDFs consider custom or non-proprietary options.
SEI Launches New Tax-Managed ETF Strategies to Help Advisors Meet Growing Investor Demand
Marketwire - Mon Mar 31, 8:02AM CDT
In a move designed to help financial advisors meet the growing demand for low-cost, tax-conscious investment strategies, SEI (NASDAQ: SEIC) today announced that it has launched a set of new tax-managed exchange traded fund (ETF) strategies. The new investment offerings, which include five strategies that span a broad risk-return spectrum, give advisors the flexibility to better manage the impact of taxes while seeking to maintain the expected risk-return characteristics of a client's portfolio.
Stocks Coverage on the Financials Sector -- Research on BlackRock Kelso Capital, SEI Investments, Eaton Vance, and BlackRock
PR Newswire - Fri Mar 28, 5:48AM CDT
The trading session on Wednesday, March 26, 2014 ended on a negative note as the Dow Jones Industrial Average finished at 16,268.99, down 0.60% and the NASDAQ Composite closed at 4,173.58, down 1.43%. The S&P 500 finished the session 0.70% lower at 1,852.56. The losses were broad based as nine out of ten sectors ended the session on a lower note. The S&P 500 Financials Sector Index finished the day at 298.79, down 0.94%, while the same has gained 3.40% in the last one month. Investor-Edge has initiated coverage on the following equities: BlackRock Kelso Capital Corp. (NASDAQ: BKCC), SEI Investments Co. (NASDAQ: SEIC), Eaton Vance Corp. (NYSE: EV) and BlackRock Inc. (NYSE: BLK). Free technical research on BKCC, SEIC, EV and BLK can be downloaded upon signing up at:
SEI Study: Digital Interaction Helps Strengthen Customer Experience for World's Wealthy
Marketwire - Thu Mar 27, 8:33AM CDT
While wealth managers may be the foundation of the customer experience for the world's up-and-coming wealthy, digital solutions play an increasingly important role in the wealthy's interaction with wealth managers, says a new study released today by SEI (NASDAQ: SEIC), Scorpio Partnership, and NPG Wealth Management. In fact, for high-net-worth investors under the age of 40, more than two-thirds assess the market through their online accounts at least once a month. The study, "The Futurewealth Report 2014: Upgrading the service delivery," surveyed 3,025 respondents globally with an average net worth of $2.9 million. It examines the factors that matter to these high-net-worth individuals when making a transaction with a firm and the role digital technology plays in that experience. While the Futurewealthy place less emphasis on digital delivery than certain advisor attributes, they revealed it as an area where wealth managers can improve the customer experience.
Investment Managers Are Lagging On FATCA Preparations, New DMS/SEI Survey Finds
PR Newswire - Thu Mar 27, 6:00AM CDT
Investment managers appear to be underestimating the time, effort and costs entailed in preparing for the implementation of the Foreign Account Tax Compliance Act (FATCA), even as one key deadline looms on April 25 2014, according to a new survey conducted by DMS Offshore Investment Services (DMS) in partnership with SEI (NASDAQ:SEIC).
SEI Paper: Investment Managers Behind the Curve on FATCA Preparations as April 25 Deadlines Loom
Marketwire - Wed Mar 26, 8:03AM CDT
Although the Foreign Account Tax Compliance Act (FATCA) has received significant attention within the asset management industry for many months, and the initial Foreign Financial Institution (FFI) registration deadline is just one month away, a paper released today by SEI (NASDAQ: SEIC) shows that many investment managers are still coming to grips with the related operational, staffing, and budgetary requirements. The paper, "As FATCA Deadlines Loom, What Managers Need to Know," is based on a survey of C-level executives of investment management firms.
Insider Trading Alert - SPLK, FLIR And SEIC Traded By Insiders
at The Street - Fri Mar 14, 11:16AM CDT
Stocks with insider trader activity include SPLK, FLIR and SEIC
SEI Expands Advisors' Inner Circle Trust Solution to Provide Turnkey Fund Structure Focused on Alternative Strategies
Marketwire - Wed Mar 12, 8:03AM CDT
As demand for alternative strategies packaged as retail mutual funds continues to grow, SEI (NASDAQ: SEIC) has launched The Advisors' Inner Circle Fund(R) (AIC) III with an eye towards helping managers of private funds enter the retail space. SEI's Investment Manager Services division is a global supplier of customized operating infrastructure and services to investment organizations representing more than $13 trillion in assets under management.
Insider Trading Alert - REG, SEIC And THRM Traded By Insiders
at The Street - Mon Mar 10, 12:30PM CDT
Stocks with insider trader activity include REG, SEIC and THRM
Insider Trading Alert - SEIC, CAKE And LNG Traded By Insiders
at The Street - Thu Mar 06, 12:15PM CST
Stocks with insider trader activity include SEIC, CAKE and LNG
SEI White Paper: Workflows Critical to Transforming Advisory Firms Into Sustainable Businesses
Marketwire - Wed Mar 05, 8:03AM CST
Although systematic workflows are critical to increasing a firm's value and ensuring a consistent client service experience, more than half of financial advisors (54 percent) have yet to adopt workflow processes, according to a white paper released today by SEI (NASDAQ: SEIC). The paper, "Workflows: The Key Ingredient to a Sustainable and Sellable Advisor Business," which includes a survey of more than 500 financial advisors, explores the growing trend among advisors to automate essential workflow processes starting first within their CRMs. It explains how workflows help transform advisory practices into sustainable businesses by creating repeatable processes, capitalizing on data to identify successes and deficiencies, and optimizing sales, services, and operations to create greater efficiencies.
SEI Expands Its Regulatory Solution to Ease the Pain of Escalating Requirements
Marketwire - Tue Mar 04, 8:04AM CST
Addressing a rising global tide of regulation aimed at private fund and traditional fund managers alike, SEI (NASDAQ: SEIC) has expanded the regulatory component of its operating platform, adding technology and process enhancements that enable managers to streamline the regulatory filing process. SEI's Investment Manager Services (IMS) division is a global supplier of customized operating infrastructure and services to investment organizations, representing more than $13 trillion in assets under management.
SEI to Announce First-Quarter 2014 Earnings on Wednesday, April 23, 2014
Marketwire - Wed Apr 16, 2:00PM CDT
SEI Investments Company (NASDAQ: SEIC) announced today that it intends to release first-quarter 2014 earnings on Wednesday, April 23, 2014, before the market opens. The company will also hold a conference call to discuss these financial results beginning at 1:00 p.m. ET.
Kimmel Center Showcases Provocative Sculpture Series in Second SEI Innovation Studio Installation
Marketwire - Wed Apr 16, 8:00AM CDT
Find yourself face to face with some of the world's greatest composers at the Kimmel Center's most recent art installation. Internationally acclaimed Taiwanese artist Long-Bin Chen's unusually realistic sculptures, aptly named "The Composers," is the second of public art installation in the Kimmel Center Plaza. The sculptures are on loan until June from the West Collection through a partnership with SEI (NASDAQ: SEIC). The first exciting installation, Jonathan Schipper's "The Slow and Inevitable Death of American Muscle," simulated a head-on collision of two-muscle cars and was on display for 90 days.
SEI Survey: Changes to Tax Laws Impact Portfolio Recommendations of Financial Advisors
Marketwire - Tue Apr 15, 11:29AM CDT
Recent changes to the tax laws have financial advisors looking to revise their recommendations for portfolio implementation to better manage the impact of taxes, according to a survey released today by SEI (NASDAQ: SEIC). The survey revealed that nearly 9 in 10 advisors polled (88 percent) said that, in light of new tax laws, they are considering making changes to their portfolio strategies in order to reduce the overall effect of taxes. The survey, of more than 250 financial advisors, comes at a time when taxes are top of mind for advisors and their clients.
Strategic Agreements, Client Support Website Launch, and Earnings Release Schedules - Analyst Notes on BofI Holding, AmTrust Financial Services, Xoom, SEI, and First Midwest
PR Newswire - Tue Apr 15, 7:00AM CDT
Today, Analysts Review released its analysts' notes regarding BofI Holding Inc. (NASDAQ: BOFI), AmTrust Financial Services, Inc. (NASDAQ: AFSI), Xoom Corporation (NASDAQ: XOOM), SEI Investments Co. (NASDAQ: SEIC), and First Midwest Bancorp Inc. (NASDAQ: FMBI). Private wealth members receive these notes ahead of publication. To reserve complementary membership, limited openings are available at: http://www.analystsreview.com/1151-100free http://www.analystsreview.com/register
SEI White Paper: Behavioral Segmentation Drives Long-Term Profitability for Wealth Management Industry
Marketwire - Thu Apr 10, 8:06AM CDT
While traditional wallet-based segmentation approaches have historically been the norm in the wealth management industry, future long-term profitability will be driven by a firm's ability to adapt its segmentation model to the evolving needs of its clients, according to a whitepaper released today by SEI (NASDAQ: SEIC). "SEI Insights: Can Segmentation Lead to Sustainable Profits?" explores the benefits of enhancing current segmentation models to incorporate investors' behavior patterns. The paper concludes that unified technology platforms, which enable flexible model-based portfolio construction and provide advisors with varied tools, offer wealth managers the resources necessary to develop and execute more effective segmentation strategies.
SEI Launches Innovative New Website for Private Wealth Management Clients
Marketwire - Tue Apr 08, 8:02AM CDT
SEI (NASDAQ: SEIC) today announced the launch of its new Private Wealth Management client website. This innovative online resource provides individual and family clients an overview of all their assets in relation to their established goals, which can be organized by self, family, and community, in one, centralized place. The enhanced website gives clients the reporting flexibility and full transparency to customize views of their data and drill down to track how each goals-based portfolio is doing in achieving its objective. It provides clients with a more holistic picture of their current assets as well as the wealth they want to pass on to future generations. The new offering is the latest goals-based offering from SEI Private Wealth Management.
Financial Companies Report Appointments, Agreements, Dividends and Stock Movements - Analyst Notes on JPMorgan Chase, SEI Investments, JLL, Hatteras Financial, and Hudson Pacific Properties
PR Newswire - Wed Apr 02, 7:00AM CDT
Today, Analysts Review released its analysts' notes regarding JPMorgan Chase & Co. (NYSE: JPM), SEI Investments Co. (NASDAQ: SEIC), Jones Lang LaSalle Inc. (NYSE: JLL), Hatteras Financial Corp (NYSE: HTS), and Hudson Pacific Properties, Inc. (NYSE: HPP). Private wealth members receive these notes ahead of publication. To reserve complementary membership, limited openings are available at: http://www.AnalystsReview.com/register
Insider Trading Alert - SEIC, OPK And DCI Traded By Insiders
at The Street - Tue Apr 01, 9:30AM CDT
Stocks with insider trader activity include SEIC, OPK and DCI
SEI Poll: DC Plan Sponsors Evaluate If Current Investment Options Achieve Participant Retirement Income Needs
Marketwire - Tue Apr 01, 8:02AM CDT
A survey released by SEI (NASDAQ: SEIC) today found that defined contribution (DC) plan sponsors are evaluating their current target-date-funds (TDFs) and considering whether or not custom TDFs are a better option. Of those plan sponsors already offering TDFs, 12 percent currently use custom funds rather than proprietary or pre-packaged options. The poll suggests that percentage is rising as more than a third (37 percent) of those surveyed said their organization is likely or somewhat likely to implement or revise custom target date solutions in the next 18 months. Last year, the Department of Labor offered guidance to plan sponsors suggesting those offering proprietary or pre-packaged TDFs consider custom or non-proprietary options.
SEI Launches New Tax-Managed ETF Strategies to Help Advisors Meet Growing Investor Demand
Marketwire - Mon Mar 31, 8:02AM CDT
In a move designed to help financial advisors meet the growing demand for low-cost, tax-conscious investment strategies, SEI (NASDAQ: SEIC) today announced that it has launched a set of new tax-managed exchange traded fund (ETF) strategies. The new investment offerings, which include five strategies that span a broad risk-return spectrum, give advisors the flexibility to better manage the impact of taxes while seeking to maintain the expected risk-return characteristics of a client's portfolio.
Stocks Coverage on the Financials Sector -- Research on BlackRock Kelso Capital, SEI Investments, Eaton Vance, and BlackRock
PR Newswire - Fri Mar 28, 5:48AM CDT
The trading session on Wednesday, March 26, 2014 ended on a negative note as the Dow Jones Industrial Average finished at 16,268.99, down 0.60% and the NASDAQ Composite closed at 4,173.58, down 1.43%. The S&P 500 finished the session 0.70% lower at 1,852.56. The losses were broad based as nine out of ten sectors ended the session on a lower note. The S&P 500 Financials Sector Index finished the day at 298.79, down 0.94%, while the same has gained 3.40% in the last one month. Investor-Edge has initiated coverage on the following equities: BlackRock Kelso Capital Corp. (NASDAQ: BKCC), SEI Investments Co. (NASDAQ: SEIC), Eaton Vance Corp. (NYSE: EV) and BlackRock Inc. (NYSE: BLK). Free technical research on BKCC, SEIC, EV and BLK can be downloaded upon signing up at:
SEI Study: Digital Interaction Helps Strengthen Customer Experience for World's Wealthy
Marketwire - Thu Mar 27, 8:33AM CDT
While wealth managers may be the foundation of the customer experience for the world's up-and-coming wealthy, digital solutions play an increasingly important role in the wealthy's interaction with wealth managers, says a new study released today by SEI (NASDAQ: SEIC), Scorpio Partnership, and NPG Wealth Management. In fact, for high-net-worth investors under the age of 40, more than two-thirds assess the market through their online accounts at least once a month. The study, "The Futurewealth Report 2014: Upgrading the service delivery," surveyed 3,025 respondents globally with an average net worth of $2.9 million. It examines the factors that matter to these high-net-worth individuals when making a transaction with a firm and the role digital technology plays in that experience. While the Futurewealthy place less emphasis on digital delivery than certain advisor attributes, they revealed it as an area where wealth managers can improve the customer experience.
Investment Managers Are Lagging On FATCA Preparations, New DMS/SEI Survey Finds
PR Newswire - Thu Mar 27, 6:00AM CDT
Investment managers appear to be underestimating the time, effort and costs entailed in preparing for the implementation of the Foreign Account Tax Compliance Act (FATCA), even as one key deadline looms on April 25 2014, according to a new survey conducted by DMS Offshore Investment Services (DMS) in partnership with SEI (NASDAQ:SEIC).
SEI Paper: Investment Managers Behind the Curve on FATCA Preparations as April 25 Deadlines Loom
Marketwire - Wed Mar 26, 8:03AM CDT
Although the Foreign Account Tax Compliance Act (FATCA) has received significant attention within the asset management industry for many months, and the initial Foreign Financial Institution (FFI) registration deadline is just one month away, a paper released today by SEI (NASDAQ: SEIC) shows that many investment managers are still coming to grips with the related operational, staffing, and budgetary requirements. The paper, "As FATCA Deadlines Loom, What Managers Need to Know," is based on a survey of C-level executives of investment management firms.
Insider Trading Alert - SPLK, FLIR And SEIC Traded By Insiders
at The Street - Fri Mar 14, 11:16AM CDT
Stocks with insider trader activity include SPLK, FLIR and SEIC
SEI Expands Advisors' Inner Circle Trust Solution to Provide Turnkey Fund Structure Focused on Alternative Strategies
Marketwire - Wed Mar 12, 8:03AM CDT
As demand for alternative strategies packaged as retail mutual funds continues to grow, SEI (NASDAQ: SEIC) has launched The Advisors' Inner Circle Fund(R) (AIC) III with an eye towards helping managers of private funds enter the retail space. SEI's Investment Manager Services division is a global supplier of customized operating infrastructure and services to investment organizations representing more than $13 trillion in assets under management.
Insider Trading Alert - REG, SEIC And THRM Traded By Insiders
at The Street - Mon Mar 10, 12:30PM CDT
Stocks with insider trader activity include REG, SEIC and THRM
Insider Trading Alert - SEIC, CAKE And LNG Traded By Insiders
at The Street - Thu Mar 06, 12:15PM CST
Stocks with insider trader activity include SEIC, CAKE and LNG
SEI White Paper: Workflows Critical to Transforming Advisory Firms Into Sustainable Businesses
Marketwire - Wed Mar 05, 8:03AM CST
Although systematic workflows are critical to increasing a firm's value and ensuring a consistent client service experience, more than half of financial advisors (54 percent) have yet to adopt workflow processes, according to a white paper released today by SEI (NASDAQ: SEIC). The paper, "Workflows: The Key Ingredient to a Sustainable and Sellable Advisor Business," which includes a survey of more than 500 financial advisors, explores the growing trend among advisors to automate essential workflow processes starting first within their CRMs. It explains how workflows help transform advisory practices into sustainable businesses by creating repeatable processes, capitalizing on data to identify successes and deficiencies, and optimizing sales, services, and operations to create greater efficiencies.
SEI Expands Its Regulatory Solution to Ease the Pain of Escalating Requirements
Marketwire - Tue Mar 04, 8:04AM CST
Addressing a rising global tide of regulation aimed at private fund and traditional fund managers alike, SEI (NASDAQ: SEIC) has expanded the regulatory component of its operating platform, adding technology and process enhancements that enable managers to streamline the regulatory filing process. SEI's Investment Manager Services (IMS) division is a global supplier of customized operating infrastructure and services to investment organizations, representing more than $13 trillion in assets under management.
