SEI Research Indicates 71% of Wealthy Investors Offer Advisors an Untapped Opportunity to Manage More of Their Assets

SEI has announced the findings from a series of proprietary surveys of financial advisors and high-net-worth investors, revealing a communication gap that may be limiting advisors’ ability to capture held-away assets and deliver household-level advice. According to the surveys, while 95% of advisors say they actively try to consolidate client…