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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
Analysis by Binance Research
Bitcoin Matures: Lower Liquid Supply and Growing Institutional Dominance Redefine Its Cycle
NewsAlternatives
Sole Lead Investor
Partners Group Invests in Avenue Capital Group’s Global Commercial Aviation Leasing Portfolio
NewsAlternatives
According to a McKinsey & ...
Competition for Deals Intensifies in the Private Credit Industry
NewsAlternatives
Ocorian Report
The Bet of Family Offices on Digital Assets
NewsAlternatives
According to a Coller Capital ...
LPs Increasingly Intend to Reduce the Number of Alternative Asset Managers in Their Portfolios
NewsAlternatives
Accounts for 30% of Global ...
The U.S. Consolidates Its Position as the Global Epicenter of Private Equity Value Creation
NewsAlternatives
Energy, Infrastructure and Private Capital ...
Latin America Defies Uncertainty and Surpasses $114 Billion in Mergers and Acquisitions Activity
NewsAlternatives
New Forces Take Center Stage
The Rise of Female Collectors and Generation Z Is Reshaping the Art Market
NewsAlternatives
Global Real Estate Outlook for ...
Giorgia Baistrocchi (Pictet Alternative Advisors): “The Clearest Entry Point in a Generation”
Appointments
NewsAppointments
They Previously Worked for 15 ...
Insigneo Strengthens Its Commitment to Wealthy Latin American Clients, Signs Juan C. Londoño and Felipe Quintero as Senior Vice Presidents
NewsAppointments
Industry Moves
Vanguard Names Rachel Baxter Head of Investment Management for Europe
NewsAppointments
As an analyst and assistant ...
My Investment Path Strengthens Its Wealth Management Team with a New Hire
NewsAppointments
He brings more than 25 ...
Stuart Cameron Appointed Director of Distribution for EMEA at Investors Trust
NewsAppointments
As Senior Sales Manager
M&G Hires Vince León for Its US Offshore and LatAm Distribution Team
NewsAppointments
More Than 20 Years at ...
SEC Appoints Kathleen Hutchinson as Director of the Office of International Affairs
NewsAppointments
Firm Strengthens Its Regional Leadership ...
Vanguard Expands Juan Hernández’s Leadership Role Across the Americas
NewsAppointments
Appoints Pedro Fernandes as Associate ...
Janus Henderson Strengthens Its U.S. Offshore Team with a New Appointment
NewsAppointments
Hires Juan Antonio Sánchez Braña ...
UBS Strengthens Its International Platform in Florida with Two New Hires
Business
NewsBusiness
Second Quarter Results
The Engines Behind the 15.3 Trillion Dollars of AUM Reached by BlackRock
NewsBusiness
Second Quarter Financial Report
State Street Accelerates Its Growth: Record Revenues and All-Time Highs in AUM and Custody
NewsBusiness
The Final Match Is the ...
The World Cup Ends, but the Business Is Just Beginning
NewsBusiness
Family Fortunes Are Starting to ...
The New Financial Power: Global Family Offices Manage Trillions and Set the Pace in Private Investment
NewsBusiness
Through its HomeCourt Partners fund
Sports Enter the Portfolios: Blue Owl Acquires a Minority Stake in the Cleveland Cavaliers
NewsBusiness
The US-China Rivalry, Plus the ...
Trump’s Tariffs Change the Global Trade Map; These Are the Winners According to BBVA Research
NewsBusiness
According to a Morningstar study
Vanguard and Charles Schwab Crowned with the Lowest Fund Fees in the US
NewsBusiness
Agreement Brings International Funds to ...
HMC Capital Forms an Alliance with Neuberger to Expand Global Fund Distribution in Brazil
NewsBusiness
Strengthens Its Distribution in Europe
ARK Invest Europe Expands Its Alliance with Capital Strategies Partners
ETF
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
NewsETF
2025 Review and Outlook
New ETF Launches Continue to Far Outpace Fund Closures
NewsETF
According to ETFGI Data
U.S. ETF Industry Reaches Record High, Growing to $15.7 Trillion on Strong May Inflows
NewsETF
Offers More Targeted Tools to ...
Principal Asset Management Expands Its ETF Offering With a New Fixed Income Suite
NewsETF
Listed on Cboe BZX Exchange
Vanguard Expands Its Offering with a High-Yield Corporate Bond ETF
NewsETF
Listed on NYSE Arca
MFS Launches Two Active ETFs Focused on International Equities and U.S. Small- and Mid-Caps
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
Global Survey
The Gap Between Aspirations and Investment Decisions: Where It Is Born and How to Overcome It
NewsMarkets
Analysis by the Firm's CIOs
Which Assets to Favor in a World of Persistent Inflation?: The View of M&G
NewsMarkets
Perspectives of Banbif, Zest, Scotia ...
The Million-Dollar Question in Peru: Will Fujimori Manage to Break the Streak of Political Instability?
NewsMarkets
Consolidation in Private Markets
Sovereign Wealth Funds Surpass 15 Trillion Dollars in Assets
NewsMarkets
Market Outlook
Yves Bonzon (CIO of Julius Baer): “Semiconductors or No Semiconductors? That Was the Question”
NewsMarkets
Higher Volume, but Total Value ...
Global M&A Activity in the Financial Sector Grows Again in the First Half of 2026
NewsMarkets
Drinks, Streaming, and E-commerce Play ...
When the Ball Rolls, the Stock Market Also Moves: The Companies That Win With the World Cup
NewsMarkets
Wall Street Holds a Large ...
250 Years After Its Independence, the United States Is the Leading Global Financial Asset
NewsMarkets
Uncertainty Grows Surrounding USMCA
Mexico Enters Risk Zone for Maintaining Investment Grade, Analysts Warn
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
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
NewsPrivate Banking
Resilience and Portfolio Adjustments
Tell Me Where You Are and I’ll Tell You Your Family Office’s Asset Allocation
NewsPrivate Banking
Counsel in Miami
Jorge Martínez Alemán (Andersen): “We Have Gone from a Latin American Investor Who Only Looked to Miami to One Now Focused on Spain”
NewsPrivate Banking
According to Carlos Martin, CEO ...
Global Diversification and Comprehensive Services: Bci’s Formula for the Offshore Market
NewsPrivate Banking
Global Head of Philanthropy
Max Martin (Lombard Odier): “It Is Not a Revolution, It Is an Evolution of Methods”
NewsPrivate Banking
The Analysis of the Experts
Estate Planning and Inheritance: How to Avoid Succession Disputes in a Global World
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 ...