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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
NewsAdvice
With Diego Wuergler, Director of ...
The Five Investment Mistakes to Avoid During a Crisis, According to Julius Baer
NewsAdvice
This Was the Tax Annual ...
Will Trump’s “Trade Taxes” Lead to a Global Race to Raise Taxes?
Alternatives
NewsAlternatives
With an Investment Plan Exceeding ...
Fictor US Is Born: The Brazilian Alternatives Holding Enters the United States, Expanding Its Global Presence
NewsAlternatives
Alternatives Designed for Latin American ...
AIS Financial Group Announces an Alliance with Monroe Capital and EBW
NewsAlternatives
Including San Jose HQ and ...
OKX Expands to U.S. with New Exchange and Wallet
NewsAlternatives
Sponsored by CORPAG and with ...
CAIA Brought the Miami Alternatives Sector Together Again at a Networking Event
NewsAlternatives
Powered by AI
Allvue Systems Launches Nexius Platform
NewsAlternatives
For Professional Investors
Goldman Sachs Alternatives Launches a Private Equity Strategy That Provides Access to Goldman Sachs’ Leading Franchises
NewsAlternatives
TradingPedia Market Study
Florida Ranks 21st in Housing Affordability; Key West Has the Most Expensive Properties in the State
NewsAlternatives
As Advisors Shift Toward Private ...
PPB Capital Partners Expands Access To Alternatives
NewsAlternatives
Strengthening its Private Markets Platform
Apex Group Acquires FTS Tech
Appointments
NewsAppointments
Coming from J.P. Morgan
Eduardo Escardo Joins Santander PBI’s Team in Miami
NewsAppointments
Joins from JP Morgan Private ...
Santander PBI Adds André Schelbauer as Senior Banker in Miami
NewsAppointments
To Lead Investment Sourcing and ...
SK Capital Partners Names John Novak Head of Business Development
NewsAppointments
Industry veteran to bolster high-yield ...
Loomis Sayles Appoints Eric Williams as Portfolio Manager
NewsAppointments
Fernando Quesada Appointed as Vice ...
Santander Mexico Announces Changes in Executive Team and Organizational Structure
NewsAppointments
Inverlink Adds Claudia Robledo in ...
Inverlink Adds Claudia Robledo in Miami as Managing Director North America
NewsAppointments
From Bernstein Private Wealth Management
J.P. Morgan Private Bank Adds Francisco Baixauli as Banker in Miami
NewsAppointments
Bringing two decades of experiences ...
Bob French appointed as CIO for Parkwoods Wealth Partners
NewsAppointments
Partners of AXA Investment Managers, ...
AMCS Group Appoints Rosario Palay as Sales Associate and Martina Alonso as Administration and Sales Executive
Business
NewsBusiness
Exclusive interview with Heinz Volquarts, ...
“We’ve tripled assets in the US Offshore business and are exploring other markets in Latin America”
NewsBusiness
S&P Dow Jones Released Its ...
In a Volatile Environment, most Latin American Benchmarks Declined in 2024
NewsBusiness
Aiva’s clients will gain access ...
Aiva and Zest Capital Sign Strategic Agreement to Boost Wealth Management in Latin America
For Magdalena MartínezNewsBusiness
Navigating Digital Risks
Cybercrime Surges, But Most Consumers Still Ignore Cyber Insurance
NewsBusiness
Initiative Equips College Students
JPMorganChase Launches New Organization MSFCP.org for students
NewsBusiness
Also Aims To Improve Advisor ...
Insigneo Partners With Luma Financial Technologies To Enhance Its Structured Notes Capabilities
NewsBusiness
Interview with Samir Lakkis
AIS Financial Group: Personalized Investment Solutions for Independent Advisors
NewsBusiness
New Investment Paradigms in a ...
More Than 2,500 Industry Professionals Experienced Future Proof Citywide in Miami Beach
NewsBusiness
To Introduce Cutting-edge Core Banking ...
AlHuda CIBE and Autosoft Dynamics inked to Promote End-to-end Islamic Banking Suite
ETF
NewsETF
Report from JP Morgan Asset ...
Active ETFs vs Equally-Weighted: How to Maximize the Rotation Towards U.S. Mid and Small Caps
NewsETF
Xtrackers Analysis
Trump’s Tariffs Could End Up Being an Opportunity for the European ETF Industry
NewsETF
Before Trump’s Tariff Hike
The U.S. ETF Industry Records Net Inflows of $298 Billion in Q1
NewsETF
Due to Tax and Operational ...
U.S.: SMA-to-ETF Conversions Are Growing
NewsETF
New Study by Cerulli
Direct Indexing Strategies Have Surged in Recent Years, but They Are Still Not Popular Among Financial Advisors
NewsETF
SPDR Bridgewater All Weather ETF
State Street and Bridgewater Launch an ETF Based on the Strategies of Investment Guru Ray Dalio
NewsETF
Annalysis by FlexFunds
Private Capital and Liquidity? A New Approach you Should Know About
NewsETF
For European Investors
BlackRock Expands Its Range of Active ETFs With Two Enhanced Fixed Income Funds
NewsETF
For Professional Investors in Europe
UBS AM Launches Its First Two Nasdaq-100 ETFs
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
The Asset Managers' View
Massive Sell-Offs and Corrections Reach Fixed Income: How Do Tariffs Affect Bonds?
NewsMarkets
Quarterly Trend
The US Dollar Loses Its Smile as Latin American Currencies Shine
NewsMarkets
New Funding Expands Free Tax ...
Billions in Tax Credit go Unclaimed
NewsMarkets
With Insights from Fitch, BofA, ...
Argentina Embarks on a Clearer Path: Analysts Welcome the End of Currency Controls
NewsMarkets
Red Numbers in Its Main ...
The Market Turmoil Reaches Latin America, but with a More Limited Impact
NewsMarkets
ESEM Is the Oldest Specialized ...
These Are the Key Points of a Century of Economic Analysis in Mexico
NewsMarkets
Markets Welcome the Change with ...
First Day Without Currency Controls in Argentina: Dollar Rises, Stocks and Bonds Soar
For Guadalupe BarrivieraNewsMarkets
A Calm Look
From Reacting to Headlines to Possible Tariff Negotiations: Caution Reaches Investment Portfolios
NewsMarkets
BofA Report on European Markets
Flows Tell the Story: Credit Investors Seek Hedges Rather Than Opportunities
Pensions
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
NewsPensions
Key Trends
Pension Funds Increase Allocations to Private Markets and Global Equities
NewsPensions
Amundi Survey
Pension Funds Will Increase Their Allocations to Private Assets and Asian Emerging Markets
NewsPensions
Previ Manages around $4.9 trillion
Brazil’s Largest Pension Fund Seeks to Outsource Part of Its Equity Management
NewsPensions
It Records A Growth Of ...
The Assets Of The Largest Pension Funds Reached 22.6 Trillion Dollars In 2023
NewsPensions
Despite the Increase in Security
81% of Citizens Worldwide Believe That Funding Their Retirement Is Their Own Responsibility
NewsPensions
Pension Savings Have Not Recovered
Chilean Pension Funds Remain 17% Below Their Pre-Withdrawal Levels
Private Banking
NewsPrivate Banking
Confirmed by Sources to Funds ...
Morgan Stanley Wealth Management Imposes Four Days of In-Office Work Per Week
NewsPrivate 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
NewsPrivate Banking
According to Brand Finance Banking ...
China Leads the “Brand Value” of Banking Entities Worldwide
NewsPrivate Banking
Key Trends Watch, by FlexFunds
Francisco Tochetti (BFC Asesores): “The main trend in wealth planning is international transparency”
For Emilio Veiga GilNewsPrivate Banking
UBS Report
The Return of Wealth Growth to 4.2% Offsets the 2022 Slump
NewsPrivate Banking
This is Their Team
Santander Private Banking Strengthens Its Dubai Office With Four New Hires
Regulation
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
NewsRegulation
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
NewsBusiness
With Criticism of the Former ...
The Trump Era for Cryptoassets Has Begun: The SEC Announces New Regulations
NewsRegulation
Leaves the Position on January ...
Gensler Advocates for More Cryptocurrency Regulation Ahead of His Departure from the SEC
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 ...