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SEI Finds Wealthy Investors Keep Assets Beyond Advisors

Summary by MyChesCo
OAKS, PA — SEI (NASDAQ: SEIC) found that 88% of surveyed high-net-worth investors keep assets away from their primary financial adviser, exposing a potential source of organic growth for advisory …
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MyChesCoMyChesCo

SEI Finds Wealthy Investors Keep Assets Beyond Advisors

OAKS, PA — SEI (NASDAQ: SEIC) found that 88% of surveyed high-net-worth investors keep assets away from their primary financial adviser, exposing a potential source of organic growth for advisory …

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MyChesCo broke the news on Wednesday, September 16, 2026.
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