Core Insights - SEI has appointed Karin Risi and Tom Naratil to its Board of Directors, effective immediately, while Stephanie Miller has resigned from the board [1][2] Group 1: Board Appointments - Karin Risi brings 30 years of experience in wealth management, having previously led Vanguard's $2.5 trillion Personal Investor and Wealth Management businesses [2][3] - Tom Naratil has a 39-year career at UBS, where he held several senior positions, including Co-President of Global Wealth Management [3][4] Group 2: Leadership Perspectives - Risi expressed enthusiasm for SEI's commitment to innovation and long-term value delivery, emphasizing the need to adapt to changing client needs in the asset and wealth management industry [4] - Naratil highlighted the importance of capitalizing on industry shifts for growth and expressed excitement about supporting SEI's leadership in achieving sustained growth [4] Group 3: Company Overview - SEI is a leading global provider of financial technology, operations, and asset management services, managing approximately $1.6 trillion in assets as of March 31, 2025 [5]

Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at ScaleOAKS, Pa., July 18, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) and Stratos Wealth Holdings today announced that they have entered into a business partnership, underscored by a shared commitment to helping advisors scale and grow their businesses. SEI will make a strategic investment in the Stratos business, a family of companies focused on supporting the success of financial advisors across business models and affiliation ...

SEI Investments (SEIC) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 23. ...

Core Insights - Zacks Premium provides various tools for investors to enhance their stock market engagement and confidence [1][2] Zacks Style Scores - Zacks Style Scores are indicators that assist investors in selecting stocks likely to outperform the market within 30 days, rated from A to F based on value, growth, and momentum characteristics [3] - The Value Score focuses on identifying undervalued stocks using ratios like P/E, PEG, and Price/Sales [4] - The Growth Score evaluates a company's future prospects through projected and historical earnings, sales, and cash flow [5] - The Momentum Score identifies optimal times to invest based on price trends and earnings estimate changes [6] - The VGM Score combines all three styles, providing a comprehensive rating based on value, growth, and momentum [7] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +23.62% since 1988, outperforming the S&P 500 [8][10] - There are typically over 800 top-rated stocks available, making it essential to utilize Style Scores for effective selection [9] Stock Highlight: SEI Investments - SEI Investments Co. is a leading asset management firm with a 1 (Strong Buy) Zacks Rank and a VGM Score of B [12] - The company is particularly appealing to growth investors, with a Growth Style Score of A and a projected year-over-year earnings growth of 11.3% for the current fiscal year [13] - Recent upward revisions in earnings estimates and a Zacks Consensus Estimate increase to $4.91 per share further enhance SEIC's attractiveness [13]

Core Insights - SEI is set to release its second quarter 2025 earnings on July 23, 2025, after market close, followed by a conference call at 5 p.m. Eastern Time to discuss the financial results [1] - The public can listen to the conference call and access a replay through the company's investor relations website [2] - As of March 31, 2025, SEI manages, advises, or administers approximately $1.6 trillion in assets, positioning itself as a leading global provider of financial technology and asset management services [3]

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Company Overview - Aquiline has successfully acquired SEI's Family Office Services business, which will now operate independently under the name Archway [1] - Archway provides a comprehensive suite of solutions to family offices, private banks, and wealth advisors, featuring robust general ledger accounting software, investment reporting, and fund administration services [4] Leadership Changes - Anthony Abenante has been appointed as the CEO of Archway, bringing extensive experience from his previous roles at Credit Suisse and Instinet [2] - Steve Meyer will serve as the Chairman of the Board, expressing enthusiasm for Archway's future and its role in the wealth management market [4] Strategic Focus - Aquiline plans to invest significantly in Archway to enhance product offerings, customer experience, and talent acquisition [1] - The company aims to accelerate product innovation, deepen client partnerships, and expand market reach, particularly in the family office and complex wealth sectors [5] Market Opportunity - The family office sector is identified as an underserved market with increasing complexity in investment portfolios and operational challenges [5] - Archway is positioned to leverage Aquiline's experience in wealth management software and services to grow its client base [5] Financial Background - As of March 31, 2025, Aquiline manages approximately $12 billion in assets and has deployed around $7.4 billion across private equity, venture, and credit strategies [6] - SEI, prior to the acquisition, managed approximately $1.6 trillion in assets, indicating a significant scale within the financial services industry [8]

Core Insights - The research by SEI highlights that private market asset managers face challenges due to data replication and fragmentation from multiple fund administrators, leading to operational inefficiencies and increased costs [1][2][4] Industry Overview - Global private markets assets under management have grown nearly 20% annually since 2018, prompting firms to work with multiple fund administrators due to regulatory pressures, cross-border operations, or M&A activity [2][4] - The complexity of the environment is increasing pressure on firms to meet investor demand while maintaining operational efficiency and improving profitability [4] Research Methodology - The research was conducted by Cutter Associates, surveying senior decision-makers at private markets firms with at least $2 billion in assets under management, covering various asset classes including private equity, private debt, real estate, infrastructure, and hedge funds [5] Key Findings - A significant portion of firms (55%) maintain an internal accounting book of record, and 43% have more than half of their non-investment staff involved in oversight or replication, indicating high replication costs [7] - One-third of firms express concerns about technology costs, and 47% report that replication delays their reporting by three or more days, affecting data visibility [7] - The majority of firms (57%) work with multiple administrators, but 58% prefer to consolidate to one provider, with 21% desiring just two [7] - A quarter of firms (24%) are actively reducing replication, and 55% would consider it in future strategic plans, with 62% stating that the ability to reduce replication influences their choice of fund administrator [7]

SEI Investments (SEIC) FY Conference Summary Company Overview - SEI Investments provides outsourced technology and investment solutions to banks, financial institutions, and asset managers [2] - The company manages and services $1.6 trillion of client assets [2] Core Offerings - SEI has two core offerings: 1. Technology and operations group 2. Asset management [6] - The company operates in four divisions, with 70% of revenue coming from the Investment Manager Services (IMS) space, primarily in alternative managers [8] Historical Context - Founded in 1968, SEI started in private banking and went public in 1981 [12][13] - Significant growth in the 1990s with expansion into Canada and Europe, and the establishment of three new offerings [15] - A notable investment in 1994 in LSV yielded substantial returns, generating about $2 million weekly [16] Challenges and Strategic Shifts - The early 2000s were marked by challenges due to the dot-com bubble and financial crisis, leading to stagnation [17][18] - SEI struggled to adapt to the shift from active to passive asset management [20] - A leadership transition occurred in 2022 with Ryan Hickey becoming CEO, marking a shift towards bold strategies [25][27] Recent Performance and Leadership Changes - Under Ryan's leadership, sales events increased by 25%, margins improved by 300 basis points, earnings per share rose by 55%, and share price increased by 46% [36] - A complete overhaul of the leadership team was initiated to address stagnation and competition [30][31] Strategic Focus Areas 1. **Expansion of Asset Management**: Targeting larger Registered Investment Advisors (RIAs) and enhancing product offerings [39][41] 2. **Operational Excellence**: Emphasizing cost management and automation, with a focus on AI and offshoring [46][48] 3. **Enterprise Mindset Shift**: Transitioning from a vertical to a horizontal strategy to enhance collaboration across divisions [49][50] 4. **Capital Allocation**: Maintaining a strong balance sheet with no debt, while considering strategic acquisitions for growth [52][54] Future Opportunities - SEI is well-positioned in the alternative investment space, particularly in private credit [44][56] - The company sees significant potential in asset management, especially with the recent leadership changes [57] Conclusion - SEI Investments is undergoing a transformative phase under new leadership, focusing on growth in asset management, operational efficiency, and strategic capital allocation to enhance shareholder value [55][58]

Core Insights - Advisors are actively seeking strategies to refine and future-proof their practices, with 40% considering significant business transitions within the next 18 months [1][4][5] - The financial advisory industry is undergoing profound transformation due to evolving client expectations, technological advancements, and demographic shifts [3][4] Business Transition and Planning - 40% of financial advisors are contemplating selling their practices, merging with other firms, or making key changes in strategic partnerships [1] - Succession and continuity planning are top concerns for advisors, emphasizing the need for structured exit strategies [1][4] Operational Focus - 92% of advisors prioritize expanding their businesses, with 80% identifying business planning as a top priority [8] - 51% of advisors cite operational efficiency as crucial for strengthening their firm's foundation for scalable growth [8] - 43% are investing in people and culture to enhance talent acquisition, retention, and long-term team development [8] SEI's Business Audit Tool - SEI's business audit tool provides personalized insights into business health and areas of opportunity for advisors [2] - The tool helps advisors assess key areas of their businesses and strategically prioritize next steps [3]