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SEI

March 13, 2013

There is an increasing desire among wealthy people to give money to charitable causes, but they often find philanthropy isn't straightforward, according to SEI's Jeff Ladouceur.

There is an increasing desire among wealthy people to give money to charitable causes, but they often find philanthropy isn't straightforward, according to SEI's Jeff Ladouceur.

January 6, 2012

A disconnect is emerging between financial advisers and their high net worth clients, because of a lack of awareness about individual goals. 

A disconnect is emerging between financial advisers and their high net worth clients, because of a lack of awareness about individual goals.

That’s according to research released by asset management and investment operations firm SEI, which found that just 19% of financial advisers were aware of their clients’ personal goals and measured performance against them.

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