SEI, the Oaks, Pennsylvania-based investments and financial technology company, has launched a suite of model portfolios developed using exchange-traded funds managed by Dimensional Fund Advisors.
Known as the SEI Strategies featuring Dimensional, the suite includes six model portfolios across a broad range of investment objectives and risk tolerances. They can be accessed on the SEI tech platform.
Dimensional launched its first ETFs in 2020. Then last year, it converted a number of its mutual funds into ETFs, making it only the second asset manager to do so.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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