Recent

Dec. 17, 2024

SEI Acquires LifeYield To Boost UMH Capabilities

Through this acquisition, SEI will be the first in the industry to provide real-time, automated unified managed household (UMH) capabilities in a cost-effective, fully bundled overlay solution, providing the industry with the ability to look across all account registrations and implement a holistic financial plan to best optimize after-tax returns.

Dec. 3, 2024

AssetMark: Managing Cash in a Declining Rate Environment

The levels of your clients’ cash holdings will likely go down… a little. 
In 2022, the average affluent client held 16.3% of their investable assets in cash and short -term investments. You’re unlikely to see much of a change in average affluent client’s cash levels. Why? Cash is an important allocation for most clients.

Nov. 26, 2024

Orion: What Gary Gensler’s Resignation Means for Financial Regulation

SEC Chair Gary Gensler will step down on January 20, marking the end of a highly consequential tenure. His resignation opens the door for President-elect Donald Trump to appoint a new SEC chair, bringing the potential for significant shifts in financial regulation, particularly in the realms of traditional finance and cryptocurrencies.

Nov. 26, 2024

UX Wealth: Why Market Forecasts Are Too Often Wrong

Recent evaluations of prominent market forecasts from 2020 to 2023 reveal a stark reality: many predictions failed to align with actual market outcomes, often by significant margins. It's like trying to herd cats—nearly impossible and a bit chaotic.