SEI White Paper


April 2013  

Winning Advantage:The Financial Advisor Playbook for True Integration
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With increasing client demands, the multi-trillion dollar baby boomer retirement, lingering fears of continued market uncertainty and ongoing volatility, advisors are facing the single most important era in the history of the industry. To achieve success in this new environment, they'll need to look at their businesses and the client experience with a new set of eyes. Ultimately they'll need to leverage new technologies that enable them to work smarter and connect with clients more often. Winning Advantage: The Financial Advisor’s Playbook for True Integration takes a sobering look at the costs and challenges created by the proliferation of technologies in today’s business environment, and offers clear steps to achieving the benefits of “true integration.”

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Inside the current issue

  • Making It Pay

    by Eric Rasmussen

    Investment managers Bahl & Gaynor in Cincinnati have built up $12 billion in assets with a dividend approach for patient investors.

  • Can Internal Succession Succeed?

    by Philip Palaveev

    The deal should be fair to both generations, and all need to be committed and capable.

  • Encore Nation

    by Mitch Anthony

    People over 60 are combining their passions and experience for social good.

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