SEI Added 488 RIAs in ‘12
The advisor network also says its business grew 40%, or by $7.1 billion, last year.
Use of iPads, Other Tablets, Rises Among Advisors
Tablets are a runaway success among financial advisors, according to an SEI Quick Poll released Thursday.
Advisors Optimistic, Clients Pessimistic in SEI Poll
Financial advisors are vastly more optimistic about 2011 than their clients.
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.