Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
SEI Opens Resource Center for Advisers
Through the multi-media Resource Center, advisers have access to Webcasts, customizable marketing materials, newsletters, research, and expert commentaries developed by SEI, the announcement said.
Among the materials available is the SEI Advisor Network “Volatility Toolkit,” which includes a Webcast, presentations and articles aimed at educating investors about the events influencing the current market environment. At the close of each quarter, a Quarterly Investment Review is also made available to advisers, including presentation templates, additional Webcasts, and other white papers and tools developed by subject experts at SEI, according to a company announcement.
Advisers also have the ability to customize marketing materials with their own logos. To support advisers in building their own brand, SEI has established relationships with marketing agencies to offer advisers discounted rates on logo design, collateral creation, and interactive marketing.
The ARC can be accessed through BusinessBuilder, the SEI Advisor Network’s interactive client system.
For more information, visit http://www.seic.com/advisors.
You Might Also Like:
« Morningstar Portfolio Management Services Available on Schwab Platform