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.

03/06/2019

Global Fintech Investments Doubled In 2018: Report

The analysis included global financing activity from venture-capital and private-equity firms, corporations and corporate venture-capital divisions, hedge funds, accelerators, and government-backed funds.

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.