{"success":true,"data":{"pressRelease":{"id":"140509","rtpr_id":"nPn38x2xja-20260910","ticker":"SEIC","exchange":"NASDAQ","all_tickers":["SEIC"],"title":"SEI Research Indicates 71% of Wealthy Investors Offer Advisors an Untapped Opportunity to Manage More of Their Assets","author":"PR Newswire","published_at":"2026-09-10T13:00:13.672Z","article_body":"SEI Research Indicates 71% of Wealthy Investors Offer Advisors an Untapped Opportunity to Manage More of Their Assets\n\nPR Newswire\n\nOAKS, Pa., Sept. 10, 2026\n\nFindings Reveal Opportunities for Advisors to Drive Organic Growth by Reducing\nTax Drag, Enabling Asset Consolidation, and Delivering More Personalized\nAdvice\n\nOAKS, Pa., Sept. 10, 2026 /PRNewswire/ -- SEI\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4770409-1&h=500594720&u=https%3A%2F%2Fwww.seic.com%2F&a=SEI)\n(®) (NASDAQ: SEIC) today announced the findings from a series of proprietary\nsurveys\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4770409-1&h=1116490935&u=https%3A%2F%2Finsight.seic.com%2FUMH_survey&a=proprietary+surveys)\n of financial advisors and high-net-worth investors, revealing a\ncommunication gap that may be limiting advisors' ability to capture held-away\nassets and deliver household-level advice. According to the surveys, while 95%\nof advisors say they actively try to consolidate client assets and 81% say\nthey tell clients they offer household portfolio management, 71% of\nhigh-net-worth investors say their advisor has never asked to manage a greater\nshare of their assets.\n\nThe research also shows that household portfolio management represents a\nmeaningful growth opportunity for advisory firms, but many advisors remain\nconstrained by the technology, data, and operational resources needed to\ndeliver it at scale.\n\nHousehold portfolio management\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4770409-1&h=3980525707&u=https%3A%2F%2Fwww.lifeyield.com%2F&a=Household+portfolio+management)\n, also known as the unified managed household (UMH), enables advisors to\nmanage a client's assets across accounts as one coordinated portfolio,\nsupporting tax efficiency, asset location, rebalancing, withdrawal planning,\nand long-term wealth optimization.\n\nHeld-away assets present advisors with an opportunity for organic growth\n\nAmong high-net-worth investors, 88% say they keep some assets away from their\nprimary advisor, and 47% have three-quarters or less of their assets with that\nadvisor. Yet investors indicate they are willing to consolidate when advisors\ncan demonstrate tangible financial value: 46% say tax savings would motivate\nthem to move more assets to their primary advisor, followed by increased\nretirement income and lower fees as additional motivators. More than one-third\nof investors say they would be highly likely to move more assets within a year\nif an advisor showed them how much they could save on taxes.\n\nBarriers to advisor adoption\n\nDelivering household portfolio management remains highly resource-intensive.\nAdvisors who provide services such as asset location, rebalancing, tax-loss\nharvesting, and tax-smart withdrawals across multiple household accounts spend\nan average of 48 hours per month on related tasks, rising to 65 hours for\nthose with the largest books and 67 hours for those serving the wealthiest\nclients. Much of that work is still done manually, and 30% of advisors cite\nlack of technology as a barrier to providing or scaling household portfolio\nmanagement.\n\nAdditionally, despite the clear investor desire to understand tangible dollar\namounts tied to tax savings, only 49% of advisors say they can quantify the\nfinancial benefit of every household portfolio management practice, noting key\ngaps including a lack of centralized data sources, the inability to view all\nclient accounts comprehensively, and lean staffing as inhibitors.\n\nCommenting on the research, Arthur Worthington, Senior Managing Director of\nStrategic Business Development & Integration at SEI, said:\n\n\"Our research found a striking disconnect between what advisors believe they\nare communicating and what investors are actually hearing. While advisors say\nthey are actively seeking to consolidate assets, 71% of wealthy investors say\ntheir advisor has never asked to manage a greater share of their wealth. That\ngap has real implications for firms' organic growth.\n\n\"Advisors need technology and operational infrastructure that can make\nhousehold-level value tangible, measurable, and personal to each investor.\nWith SEI's UMH capabilities, there is an opportunity to go beyond talking\nabout the benefits of managing assets across the household and actually show\ninvestors how value is being delivered. More than one-third of investors said\nthey would be highly likely to move additional assets within a year if an\nadvisor quantified the tax savings in dollar terms, yet only about half of\nadvisors say they can consistently quantify those benefits. UMH can help\nadvisors bridge that gap, demonstrate measurable value, and deepen client\nrelationships, in turn driving long-term growth.\"\n\nMethodology\n\nSEI surveyed 518 financial advisors about household portfolio management\nbetween Jan. 27 and Jan. 29, 2026. Among respondents, the average advisor age\nwas 55. The average client net worth was $2.9 million. Average firm AUM was\n$523 million for advisors working as part of a team, and $205 million for\nadvisors in individual practices. The survey was conducted by FUSE Research\nNetwork, LLC.\n\nSEI surveyed 302 U.S. adults between the ages of 50-70 who are currently\nworking with a financial advisor and have investable assets of at least $1\nmillion. The survey was conducted April 24, 2026 through April 30, 2026 by\nYouGov from its panel of individuals who have agreed to answer surveys.\n\nAbout SEI(®)\n\nSEI (NASDAQ:SEIC) is a leading global provider of financial technology,\noperations, and asset management services within the financial services\nindustry. SEI tailors its solutions and services to help clients more\neffectively deploy their capital—whether that's money, time, or talent—so\nthey can better serve their clients and achieve their growth objectives. As of\nJune 30, 2026, SEI manages, advises, or administers approximately $2.1\ntrillion in assets. For more information, visit seic.com\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4770409-1&h=416091420&u=https%3A%2F%2Fwww.seic.com%2F&a=seic.com)\n.\n\nForward-looking statements\n\nThis communication contains forward-looking statements within the meaning of\nthe rules and regulations of the Securities and Exchange Commission. In some\ncases, you can identify forward-looking statements by terminology, such as\n\"may,\" \"will,\" \"expect,\" \"believe,\" \"can,\" \"continue,\" \"seek,\" or similar\nexpressions.\n\nSEI's forward-looking statements include its current expectations as to:\n\n * the benefits of technologies and operational capabilities designed to support\nhousehold portfolio management; and\n * the potential impact of household portfolio management on advisor efficiency,\nclient engagement, and business growth.\nYou should not place undue reliance on any forward-looking statements, as they\nare based on the current beliefs and expectations of management and are\nsubject to significant risks and uncertainties, many of which are beyond\nmanagement's control or are subject to change. Although management believes\nthe assumptions upon which the forward-looking statements are based are\nreasonable, they could be inaccurate. Some of the risks and important factors\nthat could cause actual results to differ from those described in SEI's\nforward-looking statements can be found in the \"Risk Factors\" section of SEI's\nAnnual Report on Form 10-K for the year ended Dec. 31, 2025, filed with the\nSecurities and Exchange Commission. SEI undertakes no obligation to update or\nrevise any forward-looking statements, whether as a result of new information,\nfuture events, or otherwise.\n Company Contact:                        Media Contact:\n Alicia Rudd                             Eric Hazard\n SEI                                     Vested\n +1 610-676-3887                         +1 917-765-8720\n arudd@seic.com (mailto:arudd@seic.com)  eric@fullyvested.com (mailto:eric@fullyvested.com)\n\nView original\ncontent:https://www.prnewswire.com/news-releases/sei-research-indicates-71-of-wealthy-investors-offer-advisors-an-untapped-opportunity-to-manage-more-of-their-assets-302874258.html\n(https://www.prnewswire.com/news-releases/sei-research-indicates-71-of-wealthy-investors-offer-advisors-an-untapped-opportunity-to-manage-more-of-their-assets-302874258.html)\n\nSOURCE SEI Investments Company\n\n\n\nCopyright (c) 2026 PR Newswire Association,LLC. All Rights Reserved.","article_body_html":"","raw_payload":{"data":{"id":"nPn38x2xja-20260910","title":"SEI Research Indicates 71% of Wealthy Investors Offer Advisors an Untapped Opportunity to Manage More of Their Assets","author":"PR Newswire","ticker":"SEIC","created":"2026-09-10T13:00:13.672Z","tickers":["SEIC"],"exchange":"NASDAQ","article_body":"SEI Research Indicates 71% of Wealthy Investors Offer Advisors an Untapped Opportunity to Manage More of Their Assets\n\nPR Newswire\n\nOAKS, Pa., Sept. 10, 2026\n\nFindings Reveal Opportunities for Advisors to Drive Organic Growth by Reducing\nTax Drag, Enabling Asset Consolidation, and Delivering More Personalized\nAdvice\n\nOAKS, Pa., Sept. 10, 2026 /PRNewswire/ -- SEI\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4770409-1&h=500594720&u=https%3A%2F%2Fwww.seic.com%2F&a=SEI)\n(®) (NASDAQ: SEIC) today announced the findings from a series of proprietary\nsurveys\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4770409-1&h=1116490935&u=https%3A%2F%2Finsight.seic.com%2FUMH_survey&a=proprietary+surveys)\n of financial advisors and high-net-worth investors, revealing a\ncommunication gap that may be limiting advisors' ability to capture held-away\nassets and deliver household-level advice. According to the surveys, while 95%\nof advisors say they actively try to consolidate client assets and 81% say\nthey tell clients they offer household portfolio management, 71% of\nhigh-net-worth investors say their advisor has never asked to manage a greater\nshare of their assets.\n\nThe research also shows that household portfolio management represents a\nmeaningful growth opportunity for advisory firms, but many advisors remain\nconstrained by the technology, data, and operational resources needed to\ndeliver it at scale.\n\nHousehold portfolio management\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4770409-1&h=3980525707&u=https%3A%2F%2Fwww.lifeyield.com%2F&a=Household+portfolio+management)\n, also known as the unified managed household (UMH), enables advisors to\nmanage a client's assets across accounts as one coordinated portfolio,\nsupporting tax efficiency, asset location, rebalancing, withdrawal planning,\nand long-term wealth optimization.\n\nHeld-away assets present advisors with an opportunity for organic growth\n\nAmong high-net-worth investors, 88% say they keep some assets away from their\nprimary advisor, and 47% have three-quarters or less of their assets with that\nadvisor. Yet investors indicate they are willing to consolidate when advisors\ncan demonstrate tangible financial value: 46% say tax savings would motivate\nthem to move more assets to their primary advisor, followed by increased\nretirement income and lower fees as additional motivators. More than one-third\nof investors say they would be highly likely to move more assets within a year\nif an advisor showed them how much they could save on taxes.\n\nBarriers to advisor adoption\n\nDelivering household portfolio management remains highly resource-intensive.\nAdvisors who provide services such as asset location, rebalancing, tax-loss\nharvesting, and tax-smart withdrawals across multiple household accounts spend\nan average of 48 hours per month on related tasks, rising to 65 hours for\nthose with the largest books and 67 hours for those serving the wealthiest\nclients. Much of that work is still done manually, and 30% of advisors cite\nlack of technology as a barrier to providing or scaling household portfolio\nmanagement.\n\nAdditionally, despite the clear investor desire to understand tangible dollar\namounts tied to tax savings, only 49% of advisors say they can quantify the\nfinancial benefit of every household portfolio management practice, noting key\ngaps including a lack of centralized data sources, the inability to view all\nclient accounts comprehensively, and lean staffing as inhibitors.\n\nCommenting on the research, Arthur Worthington, Senior Managing Director of\nStrategic Business Development & Integration at SEI, said:\n\n\"Our research found a striking disconnect between what advisors believe they\nare communicating and what investors are actually hearing. While advisors say\nthey are actively seeking to consolidate assets, 71% of wealthy investors say\ntheir advisor has never asked to manage a greater share of their wealth. That\ngap has real implications for firms' organic growth.\n\n\"Advisors need technology and operational infrastructure that can make\nhousehold-level value tangible, measurable, and personal to each investor.\nWith SEI's UMH capabilities, there is an opportunity to go beyond talking\nabout the benefits of managing assets across the household and actually show\ninvestors how value is being delivered. More than one-third of investors said\nthey would be highly likely to move additional assets within a year if an\nadvisor quantified the tax savings in dollar terms, yet only about half of\nadvisors say they can consistently quantify those benefits. UMH can help\nadvisors bridge that gap, demonstrate measurable value, and deepen client\nrelationships, in turn driving long-term growth.\"\n\nMethodology\n\nSEI surveyed 518 financial advisors about household portfolio management\nbetween Jan. 27 and Jan. 29, 2026. Among respondents, the average advisor age\nwas 55. The average client net worth was $2.9 million. Average firm AUM was\n$523 million for advisors working as part of a team, and $205 million for\nadvisors in individual practices. The survey was conducted by FUSE Research\nNetwork, LLC.\n\nSEI surveyed 302 U.S. adults between the ages of 50-70 who are currently\nworking with a financial advisor and have investable assets of at least $1\nmillion. The survey was conducted April 24, 2026 through April 30, 2026 by\nYouGov from its panel of individuals who have agreed to answer surveys.\n\nAbout SEI(®)\n\nSEI (NASDAQ:SEIC) is a leading global provider of financial technology,\noperations, and asset management services within the financial services\nindustry. SEI tailors its solutions and services to help clients more\neffectively deploy their capital—whether that's money, time, or talent—so\nthey can better serve their clients and achieve their growth objectives. As of\nJune 30, 2026, SEI manages, advises, or administers approximately $2.1\ntrillion in assets. For more information, visit seic.com\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4770409-1&h=416091420&u=https%3A%2F%2Fwww.seic.com%2F&a=seic.com)\n.\n\nForward-looking statements\n\nThis communication contains forward-looking statements within the meaning of\nthe rules and regulations of the Securities and Exchange Commission. In some\ncases, you can identify forward-looking statements by terminology, such as\n\"may,\" \"will,\" \"expect,\" \"believe,\" \"can,\" \"continue,\" \"seek,\" or similar\nexpressions.\n\nSEI's forward-looking statements include its current expectations as to:\n\n * the benefits of technologies and operational capabilities designed to support\nhousehold portfolio management; and\n * the potential impact of household portfolio management on advisor efficiency,\nclient engagement, and business growth.\nYou should not place undue reliance on any forward-looking statements, as they\nare based on the current beliefs and expectations of management and are\nsubject to significant risks and uncertainties, many of which are beyond\nmanagement's control or are subject to change. Although management believes\nthe assumptions upon which the forward-looking statements are based are\nreasonable, they could be inaccurate. Some of the risks and important factors\nthat could cause actual results to differ from those described in SEI's\nforward-looking statements can be found in the \"Risk Factors\" section of SEI's\nAnnual Report on Form 10-K for the year ended Dec. 31, 2025, filed with the\nSecurities and Exchange Commission. SEI undertakes no obligation to update or\nrevise any forward-looking statements, whether as a result of new information,\nfuture events, or otherwise.\n Company Contact:                        Media Contact:\n Alicia Rudd                             Eric Hazard\n SEI                                     Vested\n +1 610-676-3887                         +1 917-765-8720\n arudd@seic.com (mailto:arudd@seic.com)  eric@fullyvested.com (mailto:eric@fullyvested.com)\n\nView original\ncontent:https://www.prnewswire.com/news-releases/sei-research-indicates-71-of-wealthy-investors-offer-advisors-an-untapped-opportunity-to-manage-more-of-their-assets-302874258.html\n(https://www.prnewswire.com/news-releases/sei-research-indicates-71-of-wealthy-investors-offer-advisors-an-untapped-opportunity-to-manage-more-of-their-assets-302874258.html)\n\nSOURCE SEI Investments Company\n\n\n\nCopyright (c) 2026 PR Newswire Association,LLC. All Rights Reserved."},"type":"article","timestamp":"2026-09-10T13:00:13.730114459Z","server_sent_at_ms":1789045213730},"received_at":"2026-09-10T13:00:13.784Z","source_url":"https://www.prnewswire.com/news-releases/sei-research-indicates-71-of-wealthy-investors-offer-advisors-an-untapped-opportunity-to-manage-more-of-their-assets-302874258.html"},"analysis":{"id":"129348","press_release_id":"140509","analysis_json":{"industry":{"label":"Capital Markets","sector":"Financials"},"redFlags":["research was commissioned by SEI to promote its own UMH product offering — treat survey findings as marketing rather than independent data","no financial impact, contracts, or revenue figures disclosed; thought-leadership content only"],"eventType":"operations_update","narrative":"SEI published findings from proprietary surveys showing 71% of high-net-worth investors say their advisor has never asked to manage a greater share of their assets, even though 95% of advisors claim they actively try to consolidate client assets.\n\nAmong investors, 88% keep some assets away from their primary advisor, and 46% say demonstrated tax savings would motivate them to consolidate; more than one-third say they would move assets within a year if shown dollar-quantified tax savings.\n\nAdvisors report spending an average of 48 hours per month on manual household-portfolio tasks, and 30% cite lack of technology as a barrier — the pain point SEI's UMH capabilities are positioned to address.\n\nThe research comprised a survey of 518 financial advisors conducted by FUSE Research Network and a survey of 302 U.S. adults with at least $1 million in investable assets conducted by YouGov.","sentiment":"neutral","agentHooks":{"shouldPost":false,"suggestedAngle":"SEI thought-leadership research pitching its UMH capabilities — suppress or file under marketing content."},"keyFigures":{"customDimensions":{"company_aum":"$2.1 trillion","advisors_surveyed":518,"investors_surveyed":302,"pct_advisors_actively_consolidating":"95%","pct_citing_tax_savings_as_motivator":"46%","pct_investors_with_held_away_assets":"88%","advisor_hours_per_month_on_umh_tasks":48,"pct_investors_never_asked_to_manage_more":"71%","pct_advisors_communicate_household_management":"81%"}},"quotedText":"Our research found a striking disconnect between what advisors believe they are communicating and what investors are actually hearing.","namedEntities":{"people":[{"name":"Arthur Worthington","role":"Senior Managing Director of Strategic Business Development & Integration at SEI"},{"name":"Alicia Rudd","role":"SEI company contact"},{"name":"Eric Hazard","role":"Vested media contact"}],"products":["SEI UMH (unified managed household) capabilities"],"companies":[{"name":"SEI Investments Company","ticker":"SEIC","relationship":"filer"},{"name":"FUSE Research Network, LLC","relationship":"survey research partner"},{"name":"YouGov","relationship":"survey panel provider"},{"name":"Vested","relationship":"media relations agency"}],"dollarAmounts":[{"amount":"$2.1 trillion","context":"assets SEI manages, advises, or administers as of June 30, 2026"},{"amount":"$2.9 million","context":"average client net worth in advisor survey"},{"amount":"$523 million","context":"average firm AUM for advisors working as part of a team"},{"amount":"$205 million","context":"average firm AUM for advisors in individual practices"},{"amount":"$1 million","context":"minimum investable assets required for investor survey respondents"}]},"materialImpact":{"score":1,"reasoning":"Promotional thought-leadership release publishing proprietary survey findings that position SEI's UMH capabilities. No financial results, guidance, transactions, or new business wins disclosed."},"tickerRelevance":{"others":[],"primary":"SEIC"},"globalImportance":18,"audienceRelevance":20,"eventTypeSecondary":[],"importanceComponents":{"tickerTier":"mid-cap","eventGravity":"promotional-research-release","sectorWeight":"financial-services","issuerAuthored":true,"marketingContent":true,"retailFavoriteBoost":0}},"event_type":"operations_update","event_type_secondary":null,"sentiment":"neutral","material_impact_score":1,"narrative":"SEI published findings from proprietary surveys showing 71% of high-net-worth investors say their advisor has never asked to manage a greater share of their assets, even though 95% of advisors claim they actively try to consolidate client assets.\n\nAmong investors, 88% keep some assets away from their primary advisor, and 46% say demonstrated tax savings would motivate them to consolidate; more than one-third say they would move assets within a year if shown dollar-quantified tax savings.\n\nAdvisors report spending an average of 48 hours per month on manual household-portfolio tasks, and 30% cite lack of technology as a barrier — the pain point SEI's UMH capabilities are positioned to address.\n\nThe research comprised a survey of 518 financial advisors conducted by FUSE Research Network and a survey of 302 U.S. adults with at least $1 million in investable assets conducted by YouGov.","key_figures":{"customDimensions":{"company_aum":"$2.1 trillion","advisors_surveyed":518,"investors_surveyed":302,"pct_advisors_actively_consolidating":"95%","pct_citing_tax_savings_as_motivator":"46%","pct_investors_with_held_away_assets":"88%","advisor_hours_per_month_on_umh_tasks":48,"pct_investors_never_asked_to_manage_more":"71%","pct_advisors_communicate_household_management":"81%"}},"named_entities":{"people":[{"name":"Arthur Worthington","role":"Senior Managing Director of Strategic Business Development & Integration at SEI"},{"name":"Alicia Rudd","role":"SEI company contact"},{"name":"Eric Hazard","role":"Vested media contact"}],"products":["SEI UMH (unified managed household) capabilities"],"companies":[{"name":"SEI Investments Company","ticker":"SEIC","relationship":"filer"},{"name":"FUSE Research Network, LLC","relationship":"survey research partner"},{"name":"YouGov","relationship":"survey panel provider"},{"name":"Vested","relationship":"media relations agency"}],"dollarAmounts":[{"amount":"$2.1 trillion","context":"assets SEI manages, advises, or administers as of June 30, 2026"},{"amount":"$2.9 million","context":"average client net worth in advisor survey"},{"amount":"$523 million","context":"average firm AUM for advisors working as part of a team"},{"amount":"$205 million","context":"average firm AUM for advisors in individual practices"},{"amount":"$1 million","context":"minimum investable assets required for investor survey respondents"}]},"model_name":"glm-5.3-flash","prompt_hash":"sha256:727b4b9429a443af","schema_hash":"sha256:05005c02d9cffac9","created_at":"2026-09-10T13:03:08.840Z","global_importance":18,"audience_relevance":20,"importance_components":{"tickerTier":"mid-cap","eventGravity":"promotional-research-release","sectorWeight":"financial-services","issuerAuthored":true,"marketingContent":true,"retailFavoriteBoost":0}},"durationMs":42424,"modelName":"glm-5.3-flash"}}