White Papers

With changing economic and market conditions, the time may be right for actively managed U.S. large-cap funds to take the lead.

In reality, no single model is better or worse than another. What’s important is that you decide what’s right for you, and then move ahead with purpose, serving your goals and your clients’ needs. Learn more from SEI's latest research report, The...

With an aging demographic and changing wealth landscape, advisors must build relationships across generations within a family. The charitable conversation is the perfect way to reach that next generation of clients. This short guide, brought to...

Research shows Millennials are one of the top growth prospects for wealth managers.

Almost one-third of financial firms are already using social media to collect client data. What will that number look like in two years time?

These Investments & Wealth Monitor articles are part one of a short series on working with the next generation of investors.