wealth-asset-managers leading-forward-future-wealth leading-forward-changing-adviser-role 
SEI
AUGUST 19, 2022
Data management. SEI Data Cloud, Powered by Snowflake , is designed to offer a scalable, cloud-based data platform that clients globally can access directly through the SEI Wealth Platform SM (SWP) or as a standalone service. As of June 30, 2022, SEI manages , advises, or administers approximately $1.3 Banks PB (US).
SEI
AUGUST 17, 2022
Sandy Ewing to Lead SEI’s Family Office and Regulatory Services. A 27-year SEI veteran, Ewing will continue to report to CEO Ryan Hicke and brings more than 40 years of financial services experience, spanning the wealth management, trust, custody, and securities servicing industries. trillion in assets. Regulation.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Big Picture
SEPTEMBER 12, 2022
?. The transcript from this week’s, MiB: Kristen Bitterly Michell, Citi Global Wealth , is below. She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. BITTERLY MICHELL: Exactly, to be able to hedge, maintain wealth, monetize wealth.
Sara Grillo
APRIL 11, 2022
I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. So please subscribe!
Sara Grillo
SEPTEMBER 26, 2022
What is the CFP Board’s role in enforcement, and do you believe it is effective? . What do you believe the CFP Board’s role should be in the future? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion? Robert will be on the “for” team.
The Big Picture
APRIL 25, 2023
Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. He is the founder of MarketCounsel, which is one of the leading firms in that space, as well as the Hamburger Law Firm. It’s so great to be here. We retained your firm.
The Big Picture
NOVEMBER 15, 2022
In 1992, when I joined, they gave me the highfalutin title of Managing Director of Corporate Strategy. RITHOLTZ: So let me fast-forward a couple of years, you end up at ETF.com, which clearly at least at that time was a dominant force in the ETF space, when a lot of the world of finance looked at ETFs a little askance, a little skeptically.
Expert insights. Personalized for you.
52 
Let's personalize your content