How SEI Is Setting New Standards for UMH with Michael Lane

The RIA industry is experiencing massive consolidation, driving demand for integrated solutions that unify technology, investment management, and professional services. With its extensive back-office expertise, technology, and investment solutions, SEI is well-positioned to meet this growing need.  In this episode, Jack Sharry talks with Michael Lane, EVP and Head of Asset Management at SEI. Michael is responsible for the business and growth strategy of SEI's advisor and institutional businesses in North America and for leading the firm's investment management teams globally.  Michael shares his career journey and why he joined SEI. He discusses the macro trends in the wealth management industry, SEI's unique position in the market, and its vast and often misunderstood capabilities. Michael also shares the exciting opportunities to bring together SEI's many capabilities and make them more visible to the market. In this episode: [02:26] - Michael's career journey [05:46] - Why Michael joined SEI [09:27] - SEI's unique positioning and capabilities [13:45] - How SEI fills the gap in the wealth management marketplace [19:34] - How SEI coordinates tax and asset location across multiple accounts  [23:26] - SEI's long-term goals [27:09] - Michael's key takeaways [28:16] - Michael's interests outside of work Quotes “ What gets me super excited is how we start thinking about the ‘what ifs’, documenting those ‘what ifs’, figuring out what we can actually do over the next 6, 12, 18, 24 months, and then bringing that story out into the marketplace.” ~ Michael Lane “As you look around the marketplace, there are very few providers that exist out there that can do as many things as SEI can do.” ~ Michael Lane "Whatever you thought SEI was, probably isn't what it is. I hope we have an opportunity to spend a lot more time with the advisor and institutional community to help them better understand who we really are." ~ Michael Lane Links  Michael Lane on LinkedIn SEI Mercer Advisors Dimensional Fund Advisors BlackRock Ryan Hicke Morgan Stanley Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook