SEI has upgraded its tax management capabilities for separately managed and unified managed accounts, allowing advisors to better personalize portfolios, manage unrealized gains, and improve after-tax outcomes. The enhancements include expanded asset eligibility to include mutual funds alongside ETFs and individual securities, more flexible portfolio transition options for investors with significant unrealized gains, and greater control over capital gains realization. These improvements respond to growing demand for tax-aware investing and aim to integrate tax considerations throughout portfolio management, helping advisors meet investor tax preferences and planning goals.
The story on SEI's enhanced tax management capabilities provides context for readers interested in financial sector trends. For readers following Financials, here is Pluang's market snapshot as of Sep 22, 2026 19:42 WIB: Among 83 priced Financials-sector US stocks tradable on Pluang, 53 rose and 24 fell. Notable movers include LMND at USD 48.48 with a 1-day change of +1.30% and 100% buy order activity, SPGI at USD 409.22 with a +1.17% change and 99% sell order activity, and RIOT at USD 23.89 with a -1.12% change and balanced buy/sell orders.
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