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Saturday, October 3, 2026The Morning Brief →Sign in
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SEI

In PWD coverage since August 14, 2026 · 10 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
PWD coverage
Allocators

Private markets built the on-ramp and skipped the operating layer

SEI Access's Mat Dellorso says the industry underestimated what it takes to hold a private asset in a wealth account, and the hard part is everything the client statement has to show afterward.
Features · Sep 12AI has entered the client meeting, and fees haven't moved
The Close · Sep 10The cheapest AUM is the account nobody asked to manage
The Close · Aug 24Schwab's $5 million referral bar is a custody strategy
the_wrap · Aug 21Retirement managed accounts shift to adviser-controlled rails
exit · Aug 20SEI-backed Stratos acquires $400 million Illinois planning firm
practice · Aug 18SEI adds Zocks' AI assistant to its advisor services lineup
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
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