The Wealth Advisor

(Adhesion) When considering an Enterprise RIA firm to join, there are many things to consider. Many firms provide comprehensive support designed to enable smaller independent advisors to focus more on their core functions, such as managing client relationships and growing their businesses. This support structure is critical, as it helps alleviate the operational, administrative, and regulatory burdens that can otherwise consume significant time and resources.

SEI^® has announced the acquisition of LifeYield, a Boston-based, tax-smart technology provider. Through this acquisition, SEI will be the first in the industry to provide real-time, automated unified managed household (UMH) capabilities in a cost-effective, fully bundled overlay solution, providing the industry with the ability to look across all account registrations and implement a holistic financial plan to best optimize after-tax returns.