SEI Business Audit Tool Reveals Financial Advisors' Focus on Significant Business Transitions

Industry Prepares for Substantial Evolution,Advisors Focused on Business Planning, Growth, and Scalability OAKS, Pa., June 3, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that advisors are actively seeking strategies intended to refine and future-proof their practice, according to data collected from its business audit tool.* Within the next 18 months, 40% of respondents are considering a significant business transition, including selling their practices, acquiring or merging with another firm, o ...