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The Oxford Risk Analysis
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Advice
NewsAdvice
Focused on Rule 611 of ...
The SEC Will Put the Ban on “Trade-Through” Up for Debate at a Roundtable
NewsAdvice
Meant to integrate AI in ...
Certified Financial Planner Board of Standards Leads AI Initiative
NewsAdvice
The Data from Henley & ...
Wealthy Families in the U.S. Show Unprecedented Interest in Obtaining Other Nationalities
NewsAdvice
New Study by Cerulli
Fee Compression and Rising Demand for Services Lead Advisors to Adjust Their Pricing Structure
NewsAdvice
It Operates from Latam, US, ...
UNTITLED Launches EVOLVE, a Product Designed to Protect and Grow the Wealth of Athletes and Artists
NewsAdvice
Cerulli Report
More Than 72% of Financial Advisors Receive Compensation Through Fee-Based Models
NewsAdvice
A Study by Edward Jones ...
To Seek Financial Advice, Women Rely on Recommendations From Other Women
NewsAdvice
According to a Study by ...
The U.S. Wealth Management Industry Could Face a Shortage of 100,000 Advisors by 2034
Alternatives
NewsAlternatives
According to a Preqin Survey
Private Debt Attracts Latin Americans: Nearly Two-Thirds Plan to Increase Their Exposure
NewsAlternatives
According to data from Altrata
Miami Surpasses New York for the First Time as the City of Choice for UHNW Individuals’ Second Residences
NewsAlternatives
Perspectives of the Asset Managers
From Private Credit to Real Estate: Why Private Markets Are a Structural Opportunity in Times of Uncertainty
NewsAlternatives
Through Global Crypto Education
Bybit Unveils Bybit Rising Fund To Empower Local Communities
NewsAlternatives
Eventual Migration Puts High-Profile Areas ...
Miami Real Estate Sector: Benefiting from the Elections in New York?
NewsAlternatives
According to an Analysis by ...
The VC World Splits: Megafunds Drive Megadeals in AI, but Smaller Businesses Stall
NewsAlternatives
Retirement accounts involve \$12.5 trillion ...
New Executive Order by Trump to Open 401(k) Plans to Alternative Assets
NewsAlternatives
Analysis by BigSur Partners
Bitcoin: From a Fad to Emerging as a Store of Value
NewsAlternatives
Crossing the Threshold Report by ...
The Democratization of Alternative Investments as a Tool to Build a New World
Appointments
NewsAppointments
She Brings 25 Years of ...
UBS Adds María Ángeles Bonany Muñoz in NYC as Executive Director & Family Office Specialist for International Clients
NewsAppointments
In Miami
Diagonal Investment Office Adds Eduardo Rehder as Wealth Management Senior VP
NewsAppointments
Coming from Vanguard
DWS Group Adds Marwin Martinez in Miami as Senior Xtrackers Sales Specialist
NewsAppointments
Internal Promotion
Merrill Lynch Wealth Management Appoints Fabio Concesi as Market Executive for Palo Alto
NewsAppointments
As Senior Associate US Offshore ...
AXA Investment Managers Announces the Hiring of Daniella Peña Muñoz
NewsAppointments
Joining from AMCS Group
Ninety One Appoints Virginia Gabilondo as Sales Associate in Miami
NewsAppointments
To Serve Clients from Uruguay ...
BBVA GWA Appoints Augusto Tricotti as Financial Advisor in Miami
NewsAppointments
Strengthening Its Regional Expansion
Picton Consolidates Its Presence in Latin America With New Offices in Mexico and Brazil
NewsAppointments
Former Wall Street correspondent at ...
iCapital Appoints Sonali Basak as Chief Investment Strategist in New York
Business
NewsBusiness
Aimed at Brazilian Investors Interested ...
BTG Pactual Expands Its International Account With Instant Exchange and Digital Custody Transfer
NewsBusiness
In Partnership With Dynasty Financial ...
Clear Trail Advisors RIA Is Born in Houston, With $850 Million in AUM
NewsBusiness
New Extension for Entities Sanctioned ...
CI Banco Sues the Treasury Department, Intercam Fails to Withstand Pressure and Sells
NewsBusiness
Strengthening National Platform
Maridea Wealth Management Acquires Hoot Wealth
NewsBusiness
Report by Bain & Company
Generative AI Increases Productivity by an Average of 20% in Financial Services Firms
NewsBusiness
In Partnership With Schroders
Allfunds Incorporates the First Active Strategies Into Its Offering in the Middle East
NewsBusiness
Manager Specializing In Farmland Investments
WisdomTree Enters The Private Assets Business With The Acquisition Of U.S.-Based Ceres Partners
NewsBusiness
The Challenge of Training New ...
Boom in Accounts and Only 10,000 Authorized Investment Advisors: The Paradox of the Mexican Market
NewsBusiness
A $175 Million Transaction
HSBC Uruguay: The Acquisition Through Which BTG Pactual Will Enter the Country
ETF
NewsETF
Interview With Alejandro Garza, Founder ...
The First Nearshoring ETFs Manage to Thrive Amid the Volatility of the Trump Era
NewsETF
According to Data from Anbima
Brazilian ETFs See Growth in Fundraising, Rank Second Among Traditional Funds
NewsETF
ProShares Ultra QQQ Top 30 ...
They Launch the First ETF That Offers Twice the Daily Returns of the Nasdaq-100 Top 30 Index
NewsETF
Analysis by FlexFunds
Portfolios Facing Tariff Walls: Is Asset Securitization the New Path?
NewsETF
They Rotate the Portfolio Toward ...
F/m Investments and Compoundr Launch the First Fixed Income ETFs to Mitigate the Impact of Tax Burden on Dividends
NewsETF
To Capitalize on Deglobalization Shift
First Trust Launches DGLO ETF
NewsETF
Vanguard Study
Are Investors Too Concentrated in U.S. Mega Caps?
NewsETF
Interview With the Head of ...
Sefian Kasem (HSBC AM): “In the Face of Uncertainty, ETFs Can Be Used to Quickly Adjust Risk or Access Specific Markets or Strategies”
NewsETF
Morningstar Analysis
Semiannual Balance and Forecast Review: Focus on Active ETFs, Crypto ETFs, and ETFs With Private Assets as Underlying
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
Investing Alongside Allies
The Trend of “Friendvesting” Gains Traction Amid Structural Geopolitical Risk
NewsETF
Interview With Alejandro Garza, Founder ...
The First Nearshoring ETFs Manage to Thrive Amid the Volatility of the Trump Era
NewsMarkets
The Experts' Opinion
Peace Talks in Ukraine: A Boost for European Risk Assets and Pressure on Gold
NewsMarkets
Unprecedented Decision
Trump Dismisses Fed Governor Lisa Cook With “Immediate Effect”
NewsMarkets
The Experts’ Opinion
Powell Follows the Script in Jackson Hole by Opening the Door to a Rate Cut in September
NewsMarkets
The Imbalances Continue to Grow
What Does the Historic Rise in Public Debt Mean for the Dollar and Bonds?
NewsMarkets
Analysis by Payden & Rygel
Stablecoins Could Become the Largest Offshore Market, Surpassing the Eurodollar
NewsMarkets
Implications for Fixed Income and ...
Who Is Stephen Miran and Why Should Investors Know His Ideas?
NewsMarkets
Interview With the Chief Investment ...
Alexandre Davis (Wellington Management): “Investing Responsibly Means Focusing on Long-Term Value Creation”
Pensions
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
NewsPensions
According to a Report by ...
U.S.: Most 401(k) Plan Participants Organize Their Retirement Without the Help of an Advisor
NewsPensions
Increase in Contributions and Capital ...
Afore Assets Surpass $350 Billion for the First Time
NewsPensions
According to Asofondos Figures for ...
Despite Turbulence, Colombian Pension Funds Grow by 11%
NewsPensions
According to a Survey by ...
U.S. Pension Funds to Increase Contributions and Spend More on Hypothetical Models
NewsPensions
Milliman Inc. Highlights Investment Gains ...
Multiemployer Pension Funding Rises in 2024
NewsPensions
Study by Ortec Finance
One in Five Pension Funds Lacks Liquidity in Adverse Scenarios
Private Banking
NewsPrivate Banking
Report "Capturing HNWI Loyalty Across ...
AI: The Formula to Convert “At-Risk Customers” Into “Loyal Customers”
NewsPrivate Banking
Interview With Humberto García de ...
BBVA Launches Ambitious Plan to Multiply Its International Wealth Management Assets in Five Years
NewsPrivate Banking
UBS Global Wealth Report
The American Continent Led Wealth Creation in 2024
NewsPrivate Banking
With a Focus on Latin ...
BBVA Opens Its Third International Private Banking Hub in Spain, Following the U.S. and Switzerland
NewsPrivate Banking
Confirmed by Sources to Funds ...
Morgan Stanley Wealth Management Imposes Four Days of In-Office Work Per Week
By Guadalupe BarrivieraNewsPrivate Banking
Enhancing security and digital payments
ICBA Payments Partners With Mastercard To Modernize Community Banking
NewsPrivate Banking
Offers Tailored Wealth Solutions
Merrill Launches New Specialized Advisory Group for UHNW
NewsPrivate Banking
From Miami
Klosters Capital and Capital Advisors Finalize an Agreement to Serve the Latin American Wealth Management Market
NewsPrivate Banking
Citi Private Banking Report
New Interest Rate Environment, Capital Preservation, and Meeting Family Expectations: The Three Priorities of Family Offices
Regulation
NewsRegulation
Crypto Universe
Genius Act: This Is How the U.S. Innovates in the Field of Stablecoins
NewsRegulation
A New Era for the ...
The SEC Appoints New Leaders With Crypto Ties for Its Investment Management and Trading & Markets Divisions
NewsRegulation
What Is Happening in Other ...
Stablecoins or a Risky Business: The SEC Is Concerned About How Investors Access Them
NewsRegulation
It affected companies emitting greenhouse ...
SEC Votes to End Defense of Climate Disclosure Rules
By Funds SocietyNewsRegulation
Mark Uyeda's Speech at the ...
The SEC Refocuses on Regulation of U.S. Treasury Markets and Sends a New Signal to the Crypto Industry
NewsRegulation
With the Goal of Protecting ...
The SEC Creates a Cybersecurity and Emerging Technologies Unit
NewsRegulation
The Cases of Brazil, Chile, ...
Emerging Technologies: A Look at the State of Regulation in Latin America
NewsETF
Asset Owners Push for Better ...
ESG Transparency Demands Reshaping Investing
NewsMarkets
The Most Important Firms in ...
The Fed Will Subject 22 Banking Institutions to Its Stress Test in 2025
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 ...