How the Up-and-Coming Wealthy Choose Advisors
These investors “are constantly searching for a more valued relationship and are open to the idea of switching primary advisors in order to attain it.”
Banks Must Step Up Digital Game to Woo the Wealthy
The more banks connect digitally with their clients, the greater the chance they have to inspire brand loyalty, according to the SEI Futurewealth report.
Newly Affluent Unimpressed With Advisors’ Use of Tech and Investment Strategy
Up-and-coming affluent people are unimpressed with the way advisors use technology to show them how to invest their money, according to a new study.
World’s Rising Wealthy Lead Information Age: Futurewealth Report
Wealthy people around the world have high levels of engagement with the Internet’s future possibilities, with important implications for the wealth management industry, according to a new study.
Advisor Poll Shows Growing Confidence in Romney Win
In a poll conducted in mid-June, 52% said Romney would win the election.
SEI Testing Wealth Platform for Advisors
SEI is running a pilot program to improve its administrative and operational platform for advisors, with a full launch planned for the first quarter of 2013.
Elite Global Consumers Grow More Conservative: Futurewealth Report
Wealth creators around the world are less confident about their ability to make money this year, according to a report released Tuesday by Scorpio Partnership as part of its ongoing Futurewealth Project.
SEI Financial Advisor Survey Says Clients Are 'Very Concerned'
A recent survey of 150 top financial advisors working with wealth manager SEI found that advisors continue to spend more of their time reassuring existing clients than actively acquiring new ones.
Top FA Survey Says: Clients 'Very Concerned'
SEI Advisor survey finds that financial advisors have to spend most of their time addressing investors' concerns with growth, giving the FAs less time to work with prospective clients.
New report: Hedge fund success depends on performance, greater transparency
In the wake of the worst year on record for hedge funds, hedge fund managers should expect to see wider-ranging and more in-depth scrutiny of...