SEI Investments has agreed to take a majority stake in Stratos Wealth Holdings, a family of companies that supports a network of independent financial advisers, for about $527 million in cash.

Paul Chowles' theft was nearly written off until a search back in 2022 uncovered private keys linking him to the stolen funds ...

SEI® (NASDAQ:SEIC) and Stratos Wealth Holdings today announced that they have entered into a business partnership, underscored by a shared commitment to helping advisors scale and grow their ...