03/15/2019

Money keeps flowing to fintechs

The online challenger bank Chime announced a $200 million funding round at the beginning of March, the largest ever for a savings and lending fintech.

03/08/2019

SEI expands with BMO into Asia

SEI’s new strategic partnership with BMO Private Bank Asia builds upon an existing 21-year asset management relationship with Bank of Montreal Nesbitt Burns in Canada.

03/01/2019

Downside of Technology for Advisors: Increased Cybercrime

But there’s a problem, the firm notes: “Our data suggests that despite acknowledging clients’ rising level of concern with regards to cybersecurity, so far the industry has underestimated — if not dismissed — these risks.&