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CapIntel Announces Strategic Partnership with SEI

CapIntel’s technology will further streamline processes for SEI and third-party advisors. . | April 25, 2023

United statesKarla webster gillJames rockwoodManagement distributionNorth americaSei investments company stock exchangePress releaseNd seic us7841171033

CapIntel reveals platform partnership with SEI Canada

Digital tech platform empowers third-party advisors to deliver better outcomes for clients

Karla webster gillJames rockwoodManagement distributionDigital technology

SEI Names New Head of Asset Management Distribution in Canada

/PRNewswire/ SEI® (NASDAQ:SEIC) today announced that Karla Webster Gill has been named Managing Director and Head of Asset Management Distribution for SEI.

Kerry mullenNesbitt burnsKarla webster gillLeslie wojcikAndy mitchellWayne withrowInvestments companyCompany contactInvestments canada companyBusiness developmentManaging directorAsset management distributionCanada companyAsset managementManagement distributionPersonal financial planner

Poll: Will consolidation in the adviser market dry up?

There has been some difference of opinion about whether or not consolidation in the adviser market will slow down.

Charlie parkerLee hartleyRussell andrewsShaun woodFairstone groupSimpson wood financial servicesMoney marketingAlbemarle street partnersManagement distribution

IFA consolidation likely to dry up as interest rates rise

Consolidation in the adviser market is likely to dry up off the back of rising interest rates and inflation.

Charlie parkerRussell andrewsCoalition of theAlbemarle street partnersMoney marketing interactiveManagement distributionMoney marketing

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