Sei Invts Co Stock Price, News & Analysis

SEI (NASDAQ:SEIC) has announced the appointment of two seasoned financial industry veterans to its Board of Directors. Karin Risi, former Vanguard executive with 30 years of experience who oversaw $2.5 trillion in Personal Investor and Wealth Management businesses, and Tom Naratil, former UBS executive with 39 years of experience, have joined the board effective immediately.

The appointments come as Stephanie Miller resigns from the board to pursue a leadership role in the industry. Risi will serve on the Compensation and Nominating & Governance Committees, while Naratil will join the Audit and Legal & Regulatory Oversight Committees. Both appointments align with SEI's commitment to transformation and long-term growth strategy in the asset and wealth management industry.

SEI (NASDAQ:SEIC) has announced a strategic investment and business partnership with Stratos Wealth Holdings, acquiring a 57.5% stake for approximately $527 million. Stratos, a national network of over 360 financial advisors across 26 states, will continue operating under its brand as an SEI affiliate, led by CEO Jeff Concepcion.

The transaction will close in two stages: the U.S.-based business (80% of value) in H2 2025 and the Mexico-based NSC business in H1 2026. Legacy Stratos equity holders will retain 42.5% ownership, with put/call rights that could lead to SEI's 100% ownership. The partnership aims to enhance service delivery, scale operations, and strengthen wealth management capabilities while maintaining Stratos' existing business model and custodial relationships.

SEI (NASDAQ:SEIC) has announced it will release its second-quarter 2025 earnings on Wednesday, July 23, 2025, after market close. The company will host a conference call at 5:00 PM Eastern Time to discuss the financial results.

Analysts and investors can participate in the call by completing a registration form, while the general public can access both the live call and replay through the company's investor relations website at ir.seic.com/events-presentations/events.

Aquiline, a private investment firm, has completed its acquisition of SEI's (NASDAQ:SEIC) Family Office Services business, which will now operate independently as Archway. The company announced key leadership appointments, including Anthony Abenante as CEO and Steve Meyer as Chairman of the Board of Directors.

Archway provides comprehensive solutions for family offices, private banks, and wealth advisors through its general ledger accounting software platform, investment reporting, and fund administration services. The company will focus on expanding platform capabilities, enhancing client experience, and scaling services under Aquiline's ownership.

Under the new ownership, Archway plans to accelerate product innovation, deepen client partnerships, and expand market reach. The company will receive substantial new investment from Aquiline to strengthen its product offerings, customer experience, and talent acquisition efforts.

SEI (NASDAQ:SEIC) has completed the sale of its Family Office Services business to Aquiline, a private investment firm focused on financial services and technology. The business will now operate under the name Archway, effective June 30, 2025.

The Archway Platform, which supported $733 billion in assets as of March 31, 2025, provides integrated technology and outsourced services for family offices and financial intermediaries, specializing in accounting, investment management, and reporting solutions for ultra-high-net-worth families.

Morgan Stanley & Co. LLC acted as financial advisor to Aquiline, with Ropes & Gray LLP serving as legal counsel. Holland & Knight served as legal counsel to SEI in the transaction.

SEI (NASDAQ: SEIC) released research revealing significant operational inefficiencies in private markets fund administration. The study found that 43% of non-investment staff are involved in fund administration replication tasks, while 55% of firms maintain internal accounting records. The research, conducted with Cutter Associates, highlights that 57% of firms work with multiple administrators, though 58% prefer a single provider. Data replication causes reporting delays for 47% of firms by three or more days. The study shows a shift in approach, with 24% actively reducing replication and 55% considering future reductions. Private markets have seen nearly 20% annual growth in assets under management since 2018, driving the need for more efficient administration solutions.

SEI (NASDAQ:SEIC) released data from its business audit tool revealing significant trends in the financial advisory industry. The study, based on 240 financial advisors' responses, shows that 40% of advisors are planning major business transitions within 18 months, including selling practices or merging with other firms. Key findings indicate that 92% of advisors prioritize business expansion, 80% focus on business planning, 51% emphasize operational efficiency, and 43% are investing in people and culture. The tool provides advisors with insights into business health and growth opportunities. According to Shauna Mace, Head of Practice Management at SEI, the industry is experiencing significant transformation driven by changing client expectations, technology, and demographics.

SEI (NASDAQ: SEIC) has announced its participation in the William Blair 45th Annual Growth Stock Conference in Chicago. Sean Denham, the company's Chief Financial and Chief Operating Officer, will deliver a presentation on June 5, 2025 at 10:20 a.m. ET. The presentation will be available via live webcast. Denham and Michael Lane, Executive Vice President and Head of Asset Management, will conduct one-on-one and small group meetings during the event. Interested analysts and portfolio managers should contact William Blair to arrange meetings. A replay of the webcast will be accessible through SEI's website's Investor Relations section after the conference.

SEI Investments Company (NASDAQ: SEIC) has announced a regular semi-annual dividend distribution. The company's Board of Directors has declared a dividend of $0.49 per share, maintaining its commitment to shareholder returns. The dividend will be paid to shareholders who are on record as of June 9, 2025, with the actual payment scheduled for June 17, 2025.