News & Press

What the industry is saying and what we’ve been saying back.

ThinkAdvisor Features Matt Matrisian on SEIA’s Tax-Centered Growth Strategy

SEIA President Matt Matrisian spoke with ThinkAdvisor about the firm’s expansion into tax planning, investments in AI and data infrastructure, and the strategy supporting continued organic growth.

Financial Planning Features Canon Price on Phased Retirement

SEIA Senior Financial Advisor Canon Price spoke with Financial Planning about why more people are gradually transitioning out of full-time work and the financial and personal considerations that can shape a phased retirement.

Financial Planning Features Canon Price on Reaching Gen Z Investors

Financial Planning Features Canon Price on Phased Retirement

Financial Planning Features Canon Price on Reaching Gen Z Investors

Citywire Highlights SEIA’s Use of AI to Support Organic Growth

U.S. News Features Christine Sivak on Choosing 401(k) Investments

InvestmentNews Highlights SEIA’s Data Foundation for AI

SEIA Earns National Recognition as Firm Approaches 30 Years

Invent and SEIA Partner to Advance the Firm’s AI Strategy

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