SEI Study: Astute Investors May Continue to Shape Advisory Firms in 2020
SEI Investments Company (SEIC)
Last sei investments company earnings: 4/23 04:01 pm
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Source: PR Newswire
OAKS, Pa., Dec. 17, 2019 /PRNewswire/ -- A new study conducted by Independent Advisor Solutions by SEI (NASDAQ: SEIC) highlights changing demographics and investor demands as top factors shaping the financial advice industry in 2020. The research explores advisors' outlook on various market, client and business factors heading into the new year. "While advisors have acknowledged the need to adapt the client experience in order to survive in the future and meet evolving investor demands, our research shows the strategy to do so remains an elusive target today for most advisors," said John Anderson, Head of Practice Management Solutions at Independent Advisor Solutions. "Despite this, advisors seem optimistic, yet somewhat cautious about the future and the prospects it may bring."Market OutlookAdvisors expect a downturn within the next one to two years. When asked when they expect the next market downturn, the majority of advisors (42%) said in 2021, while 27% percent believe the downt
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SEIC
Earnings
- 10/23/24 - Beat
SEIC
Sec Filings
- 11/21/24 - Form 4
- 11/14/24 - Form SCHEDULE
- 11/13/24 - Form SCHEDULE
- SEIC's page on the SEC website