SEI Launches Practice Management Hub for Advisors in Canada

Core Insights - SEI has launched GrowthLink, a practice management hub aimed at helping Canada-based advisors enhance client value and drive business growth through actionable tools [4][5] - The initiative focuses on five key practice management themes, designed to provide on-demand resources for advisors to implement actionable ideas [1][4] - SEI manages approximately CAD $2 trillion in assets as of March 31, 2024, indicating its significant presence in the financial services industry [5][6] Group 1 - GrowthLink aims to assist advisors in achieving business goals, gaining referrals, communicating differentiated messaging, finding ideal clients, and coaching through biases [4][5] - The platform is part of SEI's broader strategy to expand practice management capabilities globally, providing resources for advisors of all sizes [2][4] - Shauna Mace, Head of Practice Management, emphasized that GrowthLink will enable advisors to deepen client relationships with tailored advice [5] Group 2 - SEI's Canadian business, founded in 1983, offers integrated investment management and strategic advice solutions to institutional investors and intermediaries [6] - The company provides multi-manager, globally diversified strategies with a focus on appropriate home-country bias for Canadian retail investors [6] - SEI's investment approach includes goals-based strategies, strategic asset allocation strategies, and asset class funds available through select dealer relationships [6]