SEI Introduces Pathfinder Portal to Support and Strengthen Advisor Planning Across Business Lifecycle
SEI launched the SEI Pathfinder Portal, an advisor success portal combining valuation tools, succession planning resources, education, and networking. The launch targets a succession gap in the industry: roughly one-third of advisors plan to retire within 10 years, yet 58% lack a fully documented succession plan.
Key figures
- Assets managed
- $2 trillion
- Succession gap stat
- 58% of advisors do not have a fully documented succession plan
- Advisor retirement stat
- approximately one-third of advisors plan to retire in the next 10 years
AI analysis
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AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.