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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 ....

Canada , United-states , America , Canadian , Karla-webster-gill , James-rockwood , Nasdaq , Management-distribution , North-america , Sei-investments-company-stock-exchange , News , Nformation

CapIntel reveals platform partnership with SEI Canada

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

Canada , Canadian , Karla-webster-gill , James-rockwood , Management-distribution , Capintel , Ei , Igital-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. ....

Canada , Toronto , Ontario , Canadian , Kerry-mullen , Nesbitt-burns , Karla-webster-gill , Leslie-wojcik , Andy-mitchell , Wayne-withrow , Investments-company , Company-contact

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-parker , Lee-hartley , Russell-andrews , Shaun-wood , Fairstone-group , Linkedin , Simpson-wood-financial-services , Money-marketing , Albemarle-street-partners , Management-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-parker , Russell-andrews , Coalition-of-the , Albemarle-street-partners , Money-marketing-interactive , Management-distribution , Money-marketing ,