Investment Strategies

HOST

David Armstrong
Editor-in-Chief and Executive Director of Content and User Engagement

WealthManagement.com

Tuesday

4:15 PM ET

1:15 PM PT

Personalized Investing: The Intersection of Investments and Technology

Investing is personal. Continued innovation is revolutionizing the client experience by blurring the traditional lines between investments and technology. This area where investments and technology intersect can be game-changing.

Today, investors crave both personalization and control over their investments on the path towards their investment goals, leading advisors to seek both choice and flexibility with what they offer. As a pioneer in goals-based investing, SEI continues to blend the worlds of investments and technology to deliver a broad array of solutions designed to meet the complex needs of today’s investors.

Join us to learn how you can now access a curated set of flexible investment solutions that includes mutual fund strategies, ETF strategies, managed accounts (UMAs and SMAs)—including direct indexing and sustainable investing—and customized high-net-worth solutions, all designed to give you more power and choice on the path to implementing effective goals-based wealth management. Learn more.

CFP, CIMA^®, CPWA^®, and AEP^® CE Credits have been applied for and are pending approval.

PRESENTER

Erich Holland

Senior Vice President – Head of Distribution and Engagement
Independent Advisor Solutions by SEI

PRESENTER

J. Womack

Director – Investment Products and Services
Independent Advisor Solutions by SEI

SPONSORED BY: