Advisors Want Romney, Resigned to Obama
Although financial advisors largely support Mitt Romney as the next U.S. president, most expect Barack Obama will serve a second term, according to an SEI Quick Poll on Wednesday.
Retirement Portfolio Recovery Leaves Investors Behind
Advisors say their clients’ retirement portfolios have nearly recovered from the recession, but they aren’t sure their clients have.
January Market Bump Cheers Advisors: Poll
Advisors' optimism on the behavior of the stock market has zoomed upward by 50% after three weeks of strong showings.
Survey Shows Many Advisors Grew in 2011, Despite Volatility
SEI Quick Poll of advisors poll found that 40% boosted their firms' net new assets by more than 10% in 2011, and 12% expanded their practices by more than 20%.
Use of iPads, Other Tablets, Rises Among Advisors
Tablets are a runaway success among financial advisors, according to an SEI Quick Poll released Thursday.
SEI Announces ‘No Fees’ for Low AUM Advisors
SEI Advisor Network announced Tuesday the launch of a new initiative called, "No Advisor Fees, No Matter What."
SEI Quick Poll: Upcoming Elections Breed ‘Fear and Uncertainty’ Among Investors
Nearly half of financial advisors believe the upcoming elections have created "fear and uncertainty" among their clients, according to an SEI Quick Poll released Friday.
Align yourself with the pros
The old "time is money" adage may be overused, but it's still apropos in advisory circles. Professional advisors who find ways to spend more time...
Look Before Switching
Switching custodians. It's a decision that many advisors have already made or may make in the future. One of the most common reasons advisors choose...