NewsAdvice
Funds Society Leaders Summit Miami
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Advice
NewsAdvice
Lifetime Achievement of the Year ...
María Hebditch (Insigneo): “Solid Careers in This Industry Are Built with Time, Discipline, and a Genuine Focus on Providing Value”
NewsAdvice
A Theoretical Exercise
What Would Adopting a Wealth Tax in the U.S. Entail?
NewsAdvice
Following a Record Year in ...
M&A: The Path RIAs Rely On to Expand and Diversify Their Services
NewsAdvice
Analysis by Cerulli Associates
Human Advice Continues to Dominate, Despite the Rise of Online Investment Tools
NewsAdvice
Adjustments in Estate Planning
Mexico’s Tax Amnesty and U.S. Inheritance Taxes: 2026’s Key Tax Developments
NewsAdvice
The Vision of Insigneo's Advisors
How to Transition Smoothly From the Transactional Model to the Advisory Model Without Disrupting the Client
NewsAdvice
Smarter Giving
It Is Time to Revisit the Philanthropic Strategy and Consider the Appreciated Assets
NewsAdvice
In an Increasingly Consolidated Market
RIAs Shift Their Focus Toward Organic Growth
Alternatives
NewsAlternatives
2026 Alternatives Compensation & Carry ...
Alternative Investment Firms Still Lag in Managing Compensation and Carry
NewsAlternatives
Alternative Investments
Franklin Templeton Announces the Closing of Its First CFO for $1.5 Billion
NewsAlternatives
Report by Global Citizen Solutions
Crypto Investors Rethink Their Jurisdictional Strategy Amid Global Regulatory Convergence
NewsAlternatives
Alternative investment
Franklin Templeton closes its first $1.5 billion Collateralized Fund Obligation
NewsAlternatives
Discipline Remains a Priority
Insurers’ Interest in Private Credit Continues to Grow
NewsAlternatives
Impact on Asset Managers' Operating ...
Retail Investor Shift Reshapes Private Markets
NewsAlternatives
Survey by Nickel Asset Management
Digital Assets Enter a “Mature Institutional Phase”
NewsAlternatives
Their Interest Is Growing
Lack of Regulatory Support: The Main Obstacle for Family Offices Facing Digital Assets
NewsAlternatives
Increasingly Popular Among GPs
Liquidity Needs Make Continuation Funds Shine
Appointments
NewsAppointments
Strengthens Its Presence in the ...
Carmignac Opens Dubai Office and Appoints Christophe Younes as Senior Executive Director
NewsAppointments
He Will Join Fidelity on ...
Fidelity International Appoints Javier García de Vinuesa as Head of Iberia and Latin America
NewsAppointments
He Will Report to Laure ...
Invesco Appoints Saúl Santamaría to Strengthen Its ETF Commercial Strategy in Latin America and US Offshore
NewsAppointments
He Will Report to Malick ...
Pictet AM Appoints Alfred Le Léon as Head of ETF Distribution for Europe, Middle East, and Africa
NewsAppointments
They will report to Rob ...
BNP Paribas AM Names Four Chief Investment Officers to Lead Its Platform
NewsAppointments
He Will Replace Marta Zarraga ...
Capital Group Names Guillermo Veiga as New Chief Information Officer
NewsAppointments
He Joins the Executive Team ...
Insigneo Names Juan Francisco Clemenza Director of Advisory Services
NewsAppointments
With Experience in Business Development
BBVA Adds a New Advisor to Its Global Wealth Advisors Platform in Miami
NewsAppointments
In London
Columbia Threadneedle Reinforces Investment Team with Three Appointments
Business
NewsBusiness
Led by its Asset Management ...
M&G Reports Its Best Results Since 2019
NewsBusiness
Interview with Its Head, Colin ...
Within DWS’s CROCI Methodology: From a Value Framework to an Economic Measurement Framework
NewsBusiness
Study by Clearwater Analytics
AI Will Transform Asset Management Operations
NewsBusiness
The Publication Details Regulatory, Operational, ...
Guide Compiles Guidelines for Foreign Investors in the Brazilian Market
NewsBusiness
The Bank Expands Its Reach ...
BCP Miami Begins Operations as a Branch
NewsBusiness
Head of LatAm and Iberia
Javier Villegas (Franklin Templeton): “A Leader Must Back Their Opinions with Knowledge, Experience, and Proven Results”
NewsBusiness
According to a Report by ...
Panama Tops the New Ranking of Investment Migration Programs in Latin America
NewsBusiness
According to Cerulli
Global ETF Markets in Latin America and US Offshore Surge Past $3 Trillion
NewsBusiness
U.S. Could Revoke Up to ...
EB-5: The New Magnet for Latin American High-Net-Worth Individuals Amid the U.S. Immigration Crackdown
ETF
NewsETF
WisdomTree Survey
Thematic Investing Grows, but Investors Hesitate to Pick the Next Big Trend
NewsETF
Morningstar's US Active/Passive Barometer
Active Mid- and Small-Cap Funds Boost Active Management Success Rate in the United States
NewsETF
According to ETFGI
US ETF Industry Gathered a Record in Cumulative Net Inflows as of July
NewsETF
Matthew Bartolini, Global Head of ...
“The Surge in Active ETFs Has Not Diminished Demand for Low-Cost, Plain-Vanilla ETFs”
NewsETF
Never before has so much ...
ETFs versus Mutual Funds: Who Is Winning the War on Costs and Flows
NewsETF
Morningstar’s 2026 US Fund Fee ...
How Active ETFs Are Transforming Fund Fees
NewsETF
Product Innovation
What Will Be the Most Consequential Change for the Global ETF Industry?
NewsETF
January Through May
Five Months of Record Highs and Historic Flows for Active ETFs Worldwide
NewsETF
BlackRock’s “Built to Last: How ...
The Role of Fixed Income ETFs as Portfolio Stabilizers
Financial education
NewsFinancial education
April, Financial Literacy Month
The SEC Highlights the Role of Investors in Capital Formation and in Driving the U.S. Economy
NewsFinancial education
Approximately 65 Million Dollars Vanish
The Rugby Player’s Scam: The Scandal Everyone is Talking About in Uruguay
Markets
NewsMarkets
Will History Repeat Itself?
Two Months, Five Crashes, and a Warning: Wall Street Looks to the Past and Enters Risk Territory
NewsMarkets
The Expert's Viewpoint
Post-Vacation Analysis
NewsMarkets
The Fed Chair Took a ...
The Impressions Left by Kevin Warsh’s First Jackson Hole
NewsMarkets
Expert Opinion
Tariffs, Speculators, and Shrinking Supply: What is Behind the Surge in Copper Prices
NewsMarkets
56% of Major Investors Foresee ...
The United States Will Have to Share AI Leadership With China, According to Global Investors
NewsMarkets
Financial Literacy
Warren Buffett Turns 96: Why His Legacy Continues to Shape Fund Managers Worldwide
NewsMarkets
The Opinion of International Firms
The Debt Buyback Plan of Bessent: Scarce and Without Short-Term Effects
NewsMarkets
The Volume of U.S. Debt ...
Rally in Long-Term Treasury Yields: What Message Is the Treasury Sending, and How Will the Fed Pick Up the Gauntlet?
NewsMarkets
Lessons from One of History's ...
The Lessons of the South Sea Company Stock Bubble
Pensions
NewsPensions
With Assets Reaching Record Highs
How Have Pension Funds Changed Their Approach to Asset Allocation?
NewsPensions
As Part of a Social ...
The National Association of AFAPs of Uruguay Plans to Invest in Foreign Mutual Funds
NewsPensions
Guillermo Zamarripa’s View on Pension ...
Hybrid Systems Are Being Prioritized Globally: Interview with the President of Amafore/FIAP
NewsPensions
Although They Are Disconnected From ...
Generation Z and Millennials Prioritize the 401(k) Over Social Security
NewsPensions
According to WTW
The 300 Largest Pension Funds in the World Surpass 24 Trillion Dollars in Assets
NewsPensions
Interview With Daniel Popovich, Portfolio ...
Pension Funds and RPPS Drive Demand for Franklin Templeton’s “Building Blocks”
NewsPensions
Report by Thinking Ahead Institute
Global Defined Contribution Pension Plans Warn of Insufficient Retirement Savings
NewsPensions
Approved by the CCR
Two Alternative Asset Managers and a Dozen Funds Receive Green Light to Access Chilean AFPs
NewsPensions
Cerulli Foresees Shifts in Market ...
U.S.: Small and Micro 401(k) Plans Could Grow by 40% by 2029
Private Banking
NewsPrivate Banking
35% Will Retire in Ten ...
Generational Succession Among Advisors Accelerates Recruitment, Retention, and Training of Junior Talent
NewsPrivate Banking
According to a Survey by ...
Traditional Assets and Flexible Fixed Income: The Preferred Investments of Latin American and US Offshore Advisors
NewsPrivate Banking
Interview with Federico Muxi, Managing ...
Latin America Stands Out for Its Growth in the Wealth Management Industry
NewsPrivate Banking
Global Residence Program Index 2026
Golden Visa, Investment Programs, or Tax Advantages: What Are the Best Residence Routes in the World?
NewsPrivate Banking
Tax Management: The Priority for ...
Tax Optimization Becomes the New Battleground for Wealth Manager Differentiation
NewsPrivate Banking
Led by César Solera
BBVA Launches Independent Multi-Family Office Service for Fortunes Between 30 and 300 Million Euros
NewsPrivate Banking
According to a Deutsche Bank ...
Private Banking Clients Trust AI and Protect Their Wealth Against a More Unstable World
NewsPrivate Banking
Interview with the CIO
Maximilian Kunkel (UBS GWM): “Family Offices Are Actively Diversifying Their Currency Risk”
NewsPrivate Banking
Strong Institutionalization
Investment Committees Gain Prominence and Displace Founders in Family Office Decision-Making
Regulation
NewsRegulation
The Traditional Paradigm of Banking ...
The Latin American Offshore Market Enters a New Era of Global Oversight
NewsRegulation
From the SEC
A Debate on the “Heavy Hand” of Regulation and the Rise of ETFs
NewsRegulation
After a Decade of Uncertainty
The SEC Clarifies the Application of Federal Securities Laws to Crypto Assets
NewsRegulation
At the Proposal of FINRA ...
Update to the Gifts Rule: Amount Increased from 100 to 300 Dollars per Recipient
NewsRegulation
New FATF Update
Kuwait and Papua New Guinea Added to the List of High-Risk Countries in the Prevention of Money Laundering and Terrorist Financing
NewsRegulation
LPs Impose Stricter Standards That ...
New Regulatory Pressure Redefines AML/KYC Compliance
NewsRegulation
Changes in the Regulatory Framework
The SEC Opens the Door for Asset Managers to Add ETFs to Mutual Funds
NewsRegulation
The Vision of BigSur Partners ...
The US Offshore Industry on Alert Over H-1B Work Visa Fees
NewsRegulation
Also Those Based on Commodities
The SEC Accelerates the Process to List Cryptocurrency ETPs
Taxation
NewsTaxation
On November 21 in Montevideo, ...
Trump, Milei, Taxes: Martín Litwak’s Opinion a Few Days Before His Tax Annual Summit
NewsTaxation
Banks Have Already Opened 23,000 ...