A Daily Network publication

tamp

SEI Investments Company

In PWD coverage since August 19, 2026 · 6 stories

PWD coverage

practice

Consolidation stalls on the calendar and the calculator, not the client

Three studies show advisers chasing household assets without the hours or the numbers to back the pitch clients never hear.

advisers · Sep 23Advisers say they ask for more assets; 71% of clients say they were never asked

investments · Sep 14Great Gray rents the diligence half of its private markets CITs

RIA · Sep 11Clients keep the wallet until the tax saving gets a number

investments · Sep 1Constitution's Horizon CIT puts PE on the 401(k) menu

M&A · Aug 19Stratos Wealth's 12th SEI-era deal adds $400M Illinois partner