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SEI

In PWD coverage since August 14, 2026 · 4 stories

3Deals on our tracker

Deal recordFull tracker →

Aug 16, 26Deal announcedZocks Communications — coverage

Aug 16, 26Deal announcedZocks Communications — coverage

Aug 11, 26Deal announcedWTW Investments — coverage

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SEI adds Zocks' AI assistant to its advisor services lineup

The partnership targets the post-meeting administrative grind, and SEI's real investment is in advisor confidence.

advisers · Aug 18SEI brings Zocks AI to its $2.1 trillion adviser network

vehicles · Aug 18Nineteen private-market fund filings test the semi-liquid promise

RIA · Aug 14Alto launches private deal room for RIAs; CAZ funds land on SoFi

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.