Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs

News

SEI Names Kristie Edling-Day as Chief Information Officer

By Davis Janowski · WealthManagement.com ·

Image: WealthManagement.com

The $2 trillion asset manager and tech provider to RIAs has brought on the industry veteran to straddle both strategy and technology buildout.

Summary as published by WealthManagement.com
Read the full story at WealthManagement.com →

More on SEI

SEI hub →

Financial ADVSR links to reporting from across the industry. This story was reported by WealthManagement.com. Financial ADVSR is not affiliated with WealthManagement.com. Updated every 10 minutes.

The full wire →