Wealth Management Daily Memo

APRIL 1, 2021

SEI's Oranj Acquisition: A Shot In The Arm For Its Advisor Unit?

Samuel Steinberger

SEI had weeks without competition to review Oranj tech, which will be melded into SEI's Wealth Platform.

Podcasts

6 Months Later: Why a Former UBS Lifer Considers Independence His “Do Over”

Mindy Diamond

A conversation with Ahmie Baum, Founder and CEO, Interchange Capital Partners, about his transition to independence.

Advertisement

Industry

New Recruits Bring over $500M to Raymond James

Asia Martin

The advisors come from Kestra Investment Services, Key Investment Services, Bank of America Merrill Lynch and UBS Financial Services.

SPONSORED CONTENT

The Virus Plaguing Value

Sponsored by Cambiar Investors

What you need to know about value investing in 2021.

DOWNLOAD WHITE PAPER

Practice Management

Universal Allyship Resources for Advisors

Walter K. Booker

Increasing gender diversity in our industry is a huge opportunity for everyone involved.