Signature Estate & Investment Advisors, LLC

10/23/2026

Today, we’re recognizing Kyle Smith, CFP®, and his promotion to Partner earlier this year.

Kyle has spent nearly two decades building relationships with clients and understanding the circumstances behind their financial decisions. Those relationships are central to his work. He takes the time to understand each client’s concerns and focuses on finding solutions that fit their lives.

Kyle, congratulations on this milestone. We’re proud of the work you’ve put in and glad to celebrate this next step with you.

10/22/2026

Retirement doesn’t always happen all at once.

In a new Financial Planning article, SEIA Senior Financial Advisor Canon Price shares why more people are easing out of full-time work rather than stopping completely.

For some, continuing to work part-time can create more flexibility around income and Social Security timing. For others, it’s about maintaining a sense of routine, purpose, and connection during a major life transition.

Thank you to Zoe Sagalow for including Canon’s perspective.
Read the full article:

https://www.financial-planning.com/news/why-clients-are-choosing-phased-retirement-and-what-advisors-should-know

More clients are engaging in phased retirements including some type of work. These plans have implications for both the financial and psychological parts of advising.

10/21/2026

Recruiting advisors is one thing. Building a firm where they can keep growing for decades is another.

At IMPACT® 2026, SEIA President Matt Matrisian will share how SEIA approaches advisor development through a structured apprenticeship model that pairs emerging advisors with senior partners and gives them real client opportunities, a pipeline for growth and dedicated support from day one.

Matt will break down how firms can build a clearer path for advisor development while investing in the infrastructure that supports long-term retention and organic growth.

Session: Building a firm advisors never want to leave by investing in their growth
When: Wednesday, October 28, 3:00–4:00 p.m. ET
Where: Grand Ballroom West, Ballroom Level

We hope to see you there!

10/19/2026

Organic growth isn't just about bringing in new clients. It's also about recognizing opportunities within existing relationships.

As AI becomes more integrated into wealth management, advisors have new ways to better understand their clients' needs, uncover opportunities and deliver more personalized advice. The real value of technology is how it helps advisors turn those insights into meaningful conversations and stronger client relationships.

Read more from SEIA President Matt Matrisian in Citywire's latest article by Faye Kilburn: https://citywire.com/ria/news/how-ai-is-driving-organic-growth-for-these-rias/a2499951

Leaders from AE Wealth, SEIA and &Partners say strategic investments in AI are boosting advisor productivity and helping turn leads into clients.

10/16/2026

Today, we’re highlighting Michael Macauley, MBA, CFA®, CFP®, and celebrating his promotion to Partner earlier this year.

Michael brings more than 20 years of investment management experience, with a career spanning work with individuals and families, family office investors, and institutional pension plans. That breadth of experience informs his approach to wealth management, from investment decisions to retirement, estate, and insurance planning.

Congratulations, Michael! We’re proud to celebrate this milestone with you.

10/13/2026

Today, we’re celebrating Eugene Lev's promotion to Partner earlier this year.

With more than 18 years of experience, Eugene brings a thoughtful, personal approach to financial planning. He takes the time to understand each client’s goals and priorities, then builds investment strategies around what matters to them.

As a member of SEIA’s Investment Committee, he also contributes to the investment thinking that supports our work across the firm.

Congratulations, Eugene! We’re proud to celebrate this milestone with you.

10/08/2026

Next week, SEIA President Matt Matrisian is taking the stage at the CAIS Alternative Investment Summit alongside Shannon Larson, Avy Stein, and Brad Walker to tackle a question every growing advisory firm is thinking about: What actually drives sustainable growth?

The conversation will explore the different levers firms can pull to grow, from winning new clients and deepening existing relationships to strategic M&A, succession planning, and the role technology and AI can play in helping firms scale.

Attending CAIS? Join the conversation on October 12!

10/07/2026

Protecting your financial life goes beyond the decisions inside a portfolio.

It also means protecting the information, accounts, and access behind it.

Strong passwords. Multi-factor authentication. Account alerts. Up-to-date devices.

Cybersecurity Awareness Month is a reminder that strong financial habits should include strong digital habits, too.

Because protecting what you’ve built also means protecting how you access it.

10/02/2026

Financial planning shouldn’t start with products.

It starts with the life you’re building. The people you care for. The responsibilities you carry.

Thoughtful planning isn’t static. It evolves as you do. Your goals. Your family. Your taxes. Your transitions. Your legacy.

That’s where our work begins.

Explore our approach to comprehensive financial planning:
https://seia.com/services

Explore SEIA’s integrated wealth management services, including investment management, financial planning, tax, estate, risk and family office support.

10/01/2026

Thank you, Leo Almazora, for taking a closer look at the SEIA Brain, our proprietary AI framework, in InvestmentNews.

One example of what we’re building toward: giving employees across the firm a faster way to access the information and institutional knowledge they need. A team member could ask SEIA Brain whether an outside business activity requires compliance approval and receive an answer based on firm policies and information.

It’s one example of the broader opportunity we see for AI to support teams across SEIA and create greater efficiency across the firm.

Read the full story: https://www.investmentnews.com/fintech/fintech-bytes-northwestern-mutual-picks-jump-for-enterprise-ai/268362

Plus, SEIA builds a governed data foundation for its in-house AI and Snappy Kraken debuts a read-only marketing coworker for advisors.