SEI: Leading in an Age of Abundant Intelligence
AI is redefining scale, speed, and trust—and forcing leaders to rethink how work gets done. Sneha Shah, head of SEI's incubation and acceleration operation, explains.
Recent
VanEck Brings Multi-Asset ETF Model Portfolios to Orion Platform
Several of the VanEck ETF model portfolios are now available through Orion, a premier provider of wealthtech solutions for financial advisors and the enterprise firms that serve them. The collaboration expands access to VanEck's multi-asset investment strategies and marks the firm's first model portfolio integration with the Orion platform.
iCapital® and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts
Advisors can now access iCapital's technology platform through Envestnet and utilize UMAs to incorporate alternatives and structured investments alongside traditional public market holdings within a single account structure. Through workflows connecting iCapital's technology into Envestnet's advisor-traded sleeves, advisors gain access to a seamless experience across portfolio construction, implementation, and ongoing oversight as alternatives play an increasingly central role in diversified portfolios.
Envestnet Tamarac: Enabling RIAs To Scale Advice With Greater Transparency AND Client Engagement
"RIAs need technology that strengthens oversight without slowing them down," said Chris Todd, Chief Executive Officer of Envestnet. "These latest Tamarac platform enhancements reflect our ongoing dialogue with independent advisors and our focus on embedding greater trading transparency, reporting flexibility, and mobile client access directly into daily workflows to help firms move faster, operate with greater accountability, and scale confidently as their businesses grow."
SMArtX and Milemarker Transform Data Into Personalized Advisor Experiences
"Milemarker turns data into action," said Aaron Wormus, CTO of SMArtX Advisory Solutions. "This integration demonstrates how combining our sleeve-level data with Milemarker's expertise empowers advisors to make better decisions, strengthen client relationships, and drive measurable growth."
True Freedom™ Investing: The Fastest-Growing TAMP You Haven’t Heard Enough About
Dan Pinkerton started his career two months before the 1987 stock market crash and spent the next four decades building an investment firm that can handle what the market throws at it. True Freedom™ Investing—the TAMP he founded and leads—is now the fastest-growing in the country, and the reasons why say a lot about what’s been missing from the space. Proprietary research, tactical discipline, and a platform designed around advisor independence from the ground up.
Brookstone Capital Management Chooses MarketGrader's Stock Selection Framework to Guide Active Growth, Value and Dividend Strategies
By incorporating MarketGrader as a strategic research partner, Brookstone reinforces its commitment to blending quantitative insights with fundamental oversight and portfolio risk management. "This partnership reflects our ongoing effort to enhance transparency, consistency, and discipline across all of our investment solutions," says Dean Zayed,
