Research Library

The #1 Resource for Free Research, White Papers, Reports, Case Studies, Magazines, and eBooks.

Switch commission-based accounts to fee-based.
Request Your Free Interactive eBook Now:

"Switch commission-based accounts to fee-based."
Request

Many are uncertain about fiduciary regulations, but one thing is clear. Your clients expect you to act in their best interest when it comes to their retirement.

It's time to prepare for a fiduciary world. 

Get the tools to switch commission-based accounts to fee-based.

There's never been a better time to take on the role of fiduciary. Whether you've already converted part of your book or you're completely commission-based, our free toolkit can help you decide how to move ahead. 

Download "Switch Kit" and learn:

  • Why current and future regulations may make fee-based more important that ever
  • The potential to actually improve your business - and generate a more consistent income
  • How to make the switch in eight easy steps
  • How to talk to your clients about the change

To learn more, call an SEI Advisor Consultant at 888-734-2679, or visit seic.com/advisors

Complete the form to access your "Switch Kit" today. 

Information presented by SEI Advisor Network, a strategic business unit of SEI Investments Company (SEI). Services provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI.


Offered Free by: SEI
See All Resources from: SEI

Request

Recommended for Professionals Like You:

Thank you

This download should complete shortly. If the resource doesn't automatically download, please, click here.

Thank you

This download should complete shortly. If the resource doesn't automatically download, please, click here.

Thank you

This download should complete shortly. If the resource doesn't automatically download, please, click here.