Welcome to our dedicated page for SEI Investments news (Ticker: SEIC), a resource for investors and traders seeking the latest updates and insights on SEI Investments stock.
SEI Investments Company reports developments across financial technology, operations and asset management services for the financial services industry. News about SEIC commonly covers quarterly results, client outsourcing demand, wealth-management infrastructure, fund administration, asset management activity and professional services.
Recurring company updates include new client selections for the SEI Wealth Platform, expansion of SEI Access for alternative investments, digital onboarding for collective investment trusts, private-market and retirement-channel partnerships, and enterprise automation initiatives. SEI also issues investor conference updates and earnings-call materials tied to its operating performance and service platforms.
SEI (NASDAQ:SEIC) appointed Rob Wrzesniewski as Head of Stratos Technology within its Asset Management business, effective June 23, 2026. Reporting to SEI Chief Product Officer Jeff Benfield and Stratos CEO Jeff Concepcion, he will lead advisor technology oversight, platform alignment, and long-term capability development.
The role spans SEI and Stratos platforms, aiming to ensure scalable, resilient advisor-facing technology and tighter integration with SEI’s broader technology ecosystem. This supports SEI’s strategic investment in Stratos Wealth Holdings and a shared focus on advisor independence, choice, and flexibility.
SEI (NASDAQ:SEIC) appointed Matt Provencher as Global Head of Enterprise Professional Services, a new leadership role effective June 18, 2026.
He will scale SEI's professional services across its platforms, including SEI Data Cloud, systems integration, cybersecurity, AI and automation, and business process outsourcing.
SEI (NASDAQ:SEIC) announced an enhanced, unified technology platform for public and private market investment managers, combining SEI Data Cloud with the SEI Scope manager portal to improve data access, transparency, and operational efficiency.
SEI is also adding AI-enabled automation, integrated waterfall tools, SEI Access for CIT onboarding, Fenergo’s CLM, and an IBM partnership focused on agentic AI and automation.
SEI (NASDAQ: SEIC) appointed Sneha Shah as Chief AI Strategist and Head of SEI Next, Michael Tryniszewski as Head of AI Orchestration, and William Coffey as Chief Data Officer.
The new leadership will guide enterprise AI strategy, AI deployment, and data monetization to support growth, efficiency, and client outcomes.
SEI (NASDAQ: SEIC) announced that its Board of Directors declared a regular semi-annual cash dividend of $0.52 per share on May 27, 2026. The dividend is payable on June 16, 2026 to shareholders of record as of June 8, 2026.
SEI (NASDAQ: SEIC) appointed Nathan Shetty as Chief Investment Officer, effective June 1, 2026. He will lead SEI's global investment organization and advance its asset management strategy.
Shetty brings 20+ years of multi-asset leadership experience, including senior roles at Nuveen, UBS, Mesirow Financial, Mountain Pacific Group, and Pareto Partners.
SEI (NASDAQ:SEIC) will present at two upcoming investor conferences. The company will attend the William Blair 46th Annual Growth Stock Conference in Chicago and the Morgan Stanley U.S. Financials Conference in New York.
Chief Financial and Operating Officer Sean Denham will present, with both sessions available via live webcast.
SEI (NASDAQ: SEIC) converted the $1 billion SIMT High Yield Bond Fund into the SEI High Yield Bond & Alternative Credit ETF (NASDAQ: LEND), its first fixed income ETF. LEND keeps the mutual fund’s objective, strategy, and 30-year track record in a more accessible, cost-efficient ETF format.
The actively managed ETF combines a multi‑manager high yield bond allocation with an internally managed CLO sleeve, offering diversified exposure to traditional and alternative credit markets and access to institutional-caliber managers through a single vehicle.
Stratos Wealth Holdings completed the acquisition of 11 partner advisory practices, ranging from solo practitioners to multi-advisor teams, representing about $4.8 billion in client assets as of December 31, 2025.
These deals preceded SEI's (NASDAQ:SEIC) strategic investment in Stratos and aim to support advisor growth, succession planning, and operational scale.
SEI (NASDAQ:SEIC) and Carlyle (NASDAQ:CG) expanded a multi-year strategic partnership on April 30, 2026 to broaden institutional-quality private market access across wealth and retirement channels.
The collaboration combines Carlyle's private markets expertise with SEI's research, implementation, and retirement distribution to design model portfolios and defined-contribution private market solutions for advisors and individual investors.