Advisors Break Out Champagne, Are Bullish on 2015
Clients aren't so optimistic, however. SEI Advisor Network says now is the time to discuss contingency plans with them.
Advisors See ‘Slow and Steady’ Growth Through Year-End: SEI
The SEI survey on economic outlook also polled advisors on tech use; advisors overwhelmingly named one social network as most effective.
Business Is Good, Despite Mixed Feelings on Economy: SEI
Ninety-one percent of advisors polled at SEI’s National Strategic Advisor Conference in Dallas said they expected business to be better in 2013 than it was in 2012.
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.
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.