Integrated Custody, Technology, Investment Management, and Transition Services Drive Business Evolution and GrowthOAKS, Pa., May 1, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Summit Wealth Group, a fast-growing enterprise advisor practice, has selected SEI to support the firm's vision and evolution for strategic growth. The transition to a registered investment advisor (RIA) model provides Summit Wealth Group improved flexibility and greater control over the business' future, while enablin ...