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SEI

In PWD coverage since August 14, 2026 · 10 stories

3Deals on our tracker

Deal recordFull tracker →

Aug 16, 26Deal announcedZocks Communications — coverage

Aug 11, 26Deal announcedWTW Investments — coverage

PWD coverage

Allocators

Private markets built the on-ramp and skipped the operating layer

SEI Access's Mat Dellorso says the industry underestimated what it takes to hold a private asset in a wealth account, and the hard part is everything the client statement has to show afterward.

Features · Sep 12AI has entered the client meeting, and fees haven't moved

The Close · Sep 10The cheapest AUM is the account nobody asked to manage

The Close · Aug 24Schwab's $5 million referral bar is a custody strategy

the_wrap · Aug 21Retirement managed accounts shift to adviser-controlled rails

exit · Aug 20SEI-backed Stratos acquires $400 million Illinois planning firm

practice · Aug 18SEI adds Zocks' AI assistant to its advisor services lineup

advisers · Aug 18SEI brings Zocks AI to its $2.1 trillion adviser network

vehicles · Aug 18Nineteen private-market fund filings test the semi-liquid promise

RIA · Aug 14Alto launches private deal room for RIAs; CAZ funds land on SoFi

SEI

Private markets built the on-ramp and skipped the operating layer

The Morning Brief