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In an Increasingly Consolidated Market
News
Advice
NewsAdvice
Vanguard Study Based on SEC ...
The Cost of Financial Advice Varies Drastically Depending on the Model
NewsAdvice
The Arrival of Students to ...
Employment, Productivity, Immigration: Effects of the H-1B Visa Fee Hike
NewsAdvice
A Complement to the Wholesalers
The Product Specialist, a Key Differentiator in Asset Management Distribution
NewsAdvice
The Oxford Risk Analysis
From Attitude to Aptitude: Why Risk Tolerance Alone Cannot Determine the Appropriate Risk
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
Alternatives
NewsAlternatives
International Investors Underpin the Boom
Miami Real Estate with Solid Fundamentals, No Bubbles
NewsAlternatives
Preqin Study “Private Markets in ...
Alternative Assets Will Reach $32 Trillion by 2030: Five Key Trends
NewsAlternatives
They Reach $7.26 Trillion
Private Investment Fund Managers’ Assets Surge in the U.S.
NewsAlternatives
To Facilitate Compliance With New ...
CoinTracker Launches Its Crypto Tax Suite Alongside Coinbase
NewsAlternatives
The Analysis by JP Morgan ...
Boom of Private Markets in Latin America: What Trends Are We Seeing?
NewsAlternatives
It Offers Private ETNs
iCapital Announces Partnership With LYNK Markets for Latin America
NewsAlternatives
Alts Leaders Survey 2025, by ...
Which Distribution Channel Wins and Loses in the Alternatives Boom?
NewsAlternatives
The Market Continues to Tokenize ...
Brazil Shelves Digital Currency—for Now
NewsAlternatives
For a Total of $2.9 ...
Patria Closes the Largest Infrastructure Fund in Latin America
Appointments
NewsAppointments
To Expand the Private Capital ...
BroadSpan Adds Marcos Rampoldi as Managing Partner
NewsAppointments
To Christian Gherardi's Team
Lucas Azevedo Joins the Snowden Lane Team in Coral Gables
NewsAppointments
The Asset Manager Strengthens Its ...
Capital Group Adds Daniela Méndez as Business Development Associate
NewsAppointments
He Will Promote an Offshore ...
Alejandro Lara, New VP – Business Development at Constitution Capital
NewsAppointments
After working nearly 30 years ...
Rubén Pérez-Romo, New Head of Business Development at OREI
NewsAppointments
He Joins the Latin America ...
JP Morgan Private Bank Adds Andrew Portillo in Miami
NewsAppointments
With Experience at UBS, JP ...
Carlos Rodríguez Aspirichaga Is the New Head of Citi Private Bank Mexico
NewsAppointments
Will Accelerate Regional Growth
Danilo Narbona, New Market Head for Central America and the Andean Region at Insigneo
NewsAppointments
The Company Expands the US ...
Miami: Angelita Fuentes Joins Voya as Associate Regional Director
Business
NewsBusiness
Insigneo Summit Sevilla 2025
Wealth Management For the 2030s: AI, Alternatives and Next-Gen Clients
NewsBusiness
Specialist in Income, Targeted Buffer, ...
Goldman Sachs Strengthens Its Bet on Active ETFs With the Acquisition of Innovator Capital Management
NewsBusiness
Strategic Alliance for Product Distribution
Nomura Completes Acquisition of Macquarie’s Exchange-Traded Asset Management Business in the U.S. and Europe
NewsBusiness
It Will Hold a "Global ...
XP Doubles Down on Miami and Plans to Expand Offshore Investments
NewsBusiness
Report by Morgan Stanley and ...
How Asset Managers Will Turn the Global Wealth Boom Into Business
NewsBusiness
Interview: Sergio Guerrien, Director & ...
“There Is a New Franklin Templeton That Offers More Alternatives, More ETFs, and Focuses on Digital Innovation”
NewsBusiness
Corporate Moves
Deutsche Börse Confirms Exclusive Talks to Acquire Allfunds
NewsBusiness
Presentation by Its CIO, Ahmed ...
Insigneo Bets on Longevity as a Megatrend: 5 Keys to Building ‘Longevity-Aware’ Portfolios
NewsBusiness
New Edition in Miami of ...
Networking, Mentorship, and Market Trends: Central Pillars of Women & Wealth
ETF
NewsETF
Thematic Investment
How to Capitalize on the Rare Earth Boom Through ETFs
NewsETF
Study “ETFs and Beyond” by ...
Millennial Investors in ETFs: Cautious, Curious, and Tactical
NewsETF
New Research by Cerulli
Defined Outcome ETFs Could Quadruple Their Assets by 2030
NewsETF
Analysis by FlexFunds
Six Reasons Why Securitization Could Be the New “Gold Mine” for Asset Managers
NewsETF
Thematic Investment
The Three Forces Driving Investment in Nuclear Energy Through ETFs
NewsETF
Launches and Conversions Increase to ...
ETF Issuers Step Up Development of Active Products
NewsETF
Focused on AI, Automation, and ...
Pictet AM Launches Its First ETFs in the U.S.
NewsETF
Analysis by FlexFunds
The New Challenge for Asset Managers: Competing Internationally Without Multiplying Costs
NewsETF
Initial Reactions from the Industry
Revolution in Funds? The SEC Endorses Dual Structure with 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
Columbia Threadneedle Lists Two ETFs ...
The Case of the Active ETF on the U.S. Stock Market That Does Not Invest in Microsoft, Tesla, or Amazon
NewsMarkets
BofA Outlook for 2026
AI as a Driver, Economic Recovery, Volatility, and Two Rate Cuts
NewsMarkets
There Are Outstanding Issues to ...
Argentina Prepares for Return to the International Debt Market After Eight Years
NewsMarkets
According to Standard Chartered
“The Dollar Is Being Questioned, But Not Replaced”
NewsMarkets
The Expert's View
The Fed in the Spotlight: Will There Be an Imminent Cut?
NewsMarkets
Adjustment and Subsequent Rebound
Why a 30% Correction Is Something Usual for Bitcoin
NewsMarkets
The Expert's View
Federal Reserve Minutes That Temper Enthusiasm
NewsMarkets
Outlook for 2026
Central Scenario and Asset Allocation: Four Views to Warm Up the Engines
NewsMarkets
The Experts' View
Do Nvidia’s Results Silence the AI Debate?
Pensions
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
NewsPensions
According to a Report by ...
U.S.: Most 401(k) Plan Participants Organize Their Retirement Without the Help of an Advisor
Private Banking
NewsPrivate Banking
Billionaire Ambitions Report 2025
Business Innovation and Inheritances Drive a New Wave of Billionaires
NewsPrivate Banking
New Opening in Abu Dhabi
The Ten Months in Which Julius Baer Became “Stronger and Simpler” and Focused on the Future
NewsPrivate Banking
Report by Henley & Partners
United Kingdom Faces Largest Wealth Exodus in a Decade
NewsPrivate Banking
The Gender Gap in the ...
They Save More, Invest Less, and Seek Guidance on Social Media
NewsPrivate Banking
Goldman Sachs Report
Family Offices Rely on Equities and Alternatives to Face Geopolitical Uncertainty
NewsPrivate Banking
An Analysis by TFM Group
Family Offices Accelerate Their Professionalization and Diversification Amid Geopolitical and Regulatory Uncertainty
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
Regulation
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
NewsRegulation
Analysis by MainStreet
Europe Stumbles on Sustainability: Complex Regulation and Limited Industry Support
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 SocietyTaxation
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 ...