Tag : Financial Advisor Services

SEI Appoints Kristie Edling-Day as Chief Information Officer
Finance Fintech News

SEI Appoints Kristie Edling-Day as Chief Information Officer

PR Newswire
Transformation Leader to Advance SEI’s Enterprise Technology Strategy, Platform Modernization, and Long-Term Growth Priorities SEI announced the appointment of Kristie Edling-Day as Chief Information Officer (CIO), reporting to Ryan Hicke, Chief Executive Officer. In this role, Edling-Day will lead the enterprise technology and product strategy and operations, including digital transformation,......
Vanguard Launches Dynamic Active-Passive Model Portfolio Series for Financial Advisors
Finance Investments News

Vanguard Launches Dynamic Active-Passive Model Portfolio Series for Financial Advisors

PR Newswire
Vanguard has launched a new Dynamic Active-Passive Model Portfolio series, further expanding the firm’s lineup of model portfolios for financial advisors. The series is designed to help advisors efficiently implement a dynamic active‑passive investment approach for clients at scale. The series offers models to advisors seeking to outperform an index benchmark......
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