High-Net-Worth Investors Rank Personalization and Trust as Most Important Factors for Productive Advisor Relationships
SEI Investments Company (SEIC)
Last sei investments company earnings: 4/23 04:01 pm
Check Earnings Report
US:NASDAQ Investor Relations:
seic.com/investor-relations
Company Research
Source: PR Newswire
OAKS, Pa., Dec. 4, 2018 /PRNewswire/ -- A report released today by Independent Advisor Solutions by SEI (NASDAQ: SEIC) and the Financial Planning Association® (FPA) reveals high-net-worth (HNW) investors weigh personalization and overall client experience as equally important as trust and transparency when determining overall satisfaction with their advisors. "Your High-Net-Worth Client Strategy" indicates that personalizing the client experience while building and sustaining client trust is key for advisors to help retain those clients and maintain productive relationships. "High-net-worth clients expect exceptional client experiences in all facets of their lives. Luxury hospitality and retail brands, as well as the concierge physician sector, often deliver a superior, personal experience, helping to set the service standard in their respective industries," said John Anderson, Managing Director and Head of Practice Management Solutions at Independent Advisor Solutions by SEI. "While
Show less
Read more
Impact Snapshot
Event Time:
SEIC
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
SEIC alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
SEIC alerts
High impacting SEI Investments Company news events
Weekly update
A roundup of the hottest topics
SEIC
News
- SEI Reports First-Quarter 2024 Financial Results [Yahoo! Finance]Yahoo! Finance
- SEI Reports First-Quarter 2024 Financial ResultsPR Newswire
- 'Change Is Never Easy': New Global X CEO [Yahoo! Finance]Yahoo! Finance
- SEI to Announce First-Quarter 2024 Earnings on Wednesday, April 24, 2024 [Yahoo! Finance]Yahoo! Finance
- SEI to Announce First-Quarter 2024 Earnings on Wednesday, April 24, 2024PR Newswire
SEIC
Earnings
- 4/24/24 - Beat
SEIC
Sec Filings
- 4/24/24 - Form 8-K
- 4/23/24 - Form 8-K
- 4/16/24 - Form ARS
- SEIC's page on the SEC website