In addition, SEI will provide call center support, legal consulting and literature fulfillment, also reviewing Barclays marketing materials.
"BGIs experience with SEI as iShares distributor revealed a company with a thorough understanding of our firms products and the distribution process," said Lee Kranefuss, chief executive officer of Barclays intermediary business.
Following similar glitches at Lloyds and the London Metal Exchange, a tech outage at UBS has renewed scrutiny on modern banking platforms.
Not all tech integrations are created equally. Industry experts discussed what advisors should focus on when evaluating potential additions to their tech stacks.
The Biden Administration rule for a fiduciary standard on one-time retirement-related advice died in two separate court decisions.
Considered a report card on client satisfaction across both advised and DIY customers, the latest JD Power survey points to the growing power of technology to capture new business.
A new annual compensation report by consulting firm Succession Resource Group explains how pay plans can boost — or detract from — the value of an RIA.
The Securities and Exchange Commission and the Commodity Futures Trading Commission issued an interpretation of how federal securities laws apply to crypto.
