Welcome to the Frontier of Finance: an original podcast hosted by CapIntel’s CEO and Founder, James Rockwood along side CRO and Co-Founder Rob Crnkovic. For the past four years, James has been on a mission to help advisors and asset managers improve the wealth management industry. On each episode, you'll hear directly from leading asset managers on their latest product launches and milestones. We'll give you an exclusive look at what makes these products different, why they were built, who is behind them, and how to use them in portfolios. You can expect to hear from forward-thinking professionals from the largest banks and leading independent firms. We'll go beyond the surface level to bring you credible information on the latest in wealth and asset management. Tune in, subscribe wherever you get your podcasts, and drop us a five-star rating and review on Apple Podcasts. We'll see you on the frontier.
How to Make Meaningful Client Connections with Kevin Crowe and SEI
*Please read the disclaimer below*
Personalization is no longer the exception when it comes to investors’ financial goals—it’s imperative. Investment flexibility is critical to addressing an investor’s unique needs, but the drive for personalization can often lead to a plethora of products and solutions. It’s equally critical for asset managers to understand how to balance a tailored investment experience without overwhelming investors with too many choices. In this episode of Frontier of Finance, Kevin Crowe, Head of Products and Solutions at SEI, shares his insights on how wealth and asset management professionals can use technology to curate a personalized—and better—client experience.
DISCLAIMER:
Important Information
Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association and wholly owned subsidiary of SEI Investments Company (SEI). Platform services provided by SEI Global Services, Inc., a wholly owned subsidiary of SEI.
SEI has business relationships with approximately 7,400 financial advisors as of December 31, 2022. The Investment Management Unit (a team within SEI Investments Management Corporation, a wholly owned subsidiary of SEI) has more than 125 professionals as of June 30, 2023.
Investing involves risk including possible loss of principal. There is no guarantee objectives will be achieved nor that risk can be managed successfully. Alternative investments are subject to a complete loss of capital and are only appropriate for parties who can bear that risk and the illiquid nature of such investments.
SEI client experiences are their own and may not reflect the experiences of other clients utilizing SEI solutions.
This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice and is intended for educational purposes only.
Information in the US is provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI. SEI Investments Canada Company is a wholly owned subsidiary of SEI.
This material is not directed to any persons where (by reason of that person's nationality, residence or otherwise) the publication or availability of this material is prohibited. Persons in respect of whom such prohibitions apply must not rely on this information in any respect whatsoever.
The attached article contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission regarding SEI's strategic focus regarding geographic expansion and potential investments. You should not place undue reliance on these forward-looking statements, as they are based on the current beliefs, assumptions and expectations of our management, which are subject to significant risk and may change. Some of the risks and important factors that could cause actual results to differ from those described in our forward-looking statements can be found in the "Risk Factors" section of our Annual Report on Form 10-K for the year ended December 31, 2022, filed with the Securities and Exchange Commission. We do not undertake to update any of our forward-looking statements.
19 Sept 2023
Why The Balanced Portfolio is Here to Stay with Benjamin Creary and Vanguard Investments Canada Inc.
Vanguard may be a household name, but it stays true to its humble beginnings and longstanding mission: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. In this episode, Ben Creary, National Sales Manager for Vanguard Investments Canada Inc. joins us on Frontier of Finance to give us an inside look at this globally known investment company, its four principles for investment success, and why the re-balanced portfolio is alive and well.
5 Sept 2023
Dividends and Income Strategies with Boncana Maiga and Manulife Investment Management
Dividends often get a reputation as something to consider during retirement, but they can be helpful in a portfolio from day 1. Boncana Maiga, Managing Director, Portfolio Manager at Manulife Investment Management, joins the Frontier of Finance podcast to talk about all things dividends, from the basics to how to build a strong income strategy.
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