Earnings call SEI posted record Q3 EPS of $1.30, up 17% YoY and 8% QoQ excluding one-time items. Net sales events totaled $31M despite a known client loss, with YTD sales surpassing $100M. Strong ...
SEI has agreed to acquire a majority stake in Stratos Wealth Holdings, marking a significant move in the wealth management sector aimed at helping advisors scale their businesses. Under the terms of ...