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Focused on Rule 611 of ...
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Meant to integrate AI in ...
Certified Financial Planner Board of Standards Leads AI Initiative
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The Data from Henley & ...
Wealthy Families in the U.S. Show Unprecedented Interest in Obtaining Other Nationalities
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New Study by Cerulli
Fee Compression and Rising Demand for Services Lead Advisors to Adjust Their Pricing Structure
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It Operates from Latam, US, ...
UNTITLED Launches EVOLVE, a Product Designed to Protect and Grow the Wealth of Athletes and Artists
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Cerulli Report
More Than 72% of Financial Advisors Receive Compensation Through Fee-Based Models
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A Study by Edward Jones ...
To Seek Financial Advice, Women Rely on Recommendations From Other Women
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According to a Study by ...
The U.S. Wealth Management Industry Could Face a Shortage of 100,000 Advisors by 2034
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With Diego Wuergler, Director of ...
The Five Investment Mistakes to Avoid During a Crisis, According to Julius Baer
Alternatives
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Retirement accounts involve \$12.5 trillion ...
New Executive Order by Trump to Open 401(k) Plans to Alternative Assets
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Analysis by BigSur Partners
Bitcoin: From a Fad to Emerging as a Store of Value
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Crossing the Threshold Report by ...
The Democratization of Alternative Investments as a Tool to Build a New World
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With Global Reach, It Targets ...
iCapital and Boreal Announce an Alliance to Expand Access to Institutional-Quality Alternative Assets
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Expands Its Presence in the ...
Man Group to Acquire Bardin Hill to Expand in Private Credit
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With J.P. Morgan Joining as ...
Island Secures Investment in $5 billion Series E Round
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More than $820 Million Raised
T. Rowe Price and SurgoCap Partners Lead iCapital’s Capital Raise
For Funds SocietyNewsAlternatives
To Enhance Digital Banking
Nymbus Integrates Bud Financial’s AI-Powered Tools
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Candriam Report
From the Classic 60/40 Portfolio to the 40/30/30 Strategy: It Is the Moment for Alternatives
Appointments
NewsAppointments
He Will Support Legal Strategy ...
Dynasty Financial Partners Appoints Shawn Shook as Legal Advisor
NewsAppointments
With the Position of Director ...
Santander PBI Announces the Arrival of Alvaro Bueso-Inchausti to Its Miami Team
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To lead TMT Corporate and ...
SMBC hires Nick Stevenson
NewsAppointments
Of industry veteran Deborah Buscema
Ocorian expands its US presence with new appointment
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As Head of National Accounts ...
Paul Weisenfeld Joins CIM Group
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With Over 30 Years of ...
Lucinda (Cindy) Marrs Appointed Senior Advisor at Stonepeak
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Based in Madrid
Santiago Mata, New Director of Business Development for Latam and US Offshore at Jupiter AM
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To Expand the Institution’s Presence ...
EFG Promotes Luis Ferreira to Deputy CEO of the Miami RIA and CIO of the Americas
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Based in Miami
Allfunds Appoints Daniel Jesús Alonso New Head of US
Business
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
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Interview with the CEO of ...
Serge Weyland: “We Must Think of Regulation as a Way to Empower Investors”
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Interview With Fabiano Cintra, Director ...
Amid Interest in Offshore Assets, XP Bets Heavily on Miami and Seeks More Funds
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Former J.P. Morgan Bankers
Alejandro Gambirazio and Jesús Urrutia Launch Centrica, a New Independent RIA Firm Based in Miami
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GBM Anticipates an Economic Impact ...
One Year Until the World Cup: What’s at Stake Goes Beyond Soccer
NewsBusiness
Home Bias Is Beginning to ...
Looking Beyond Home Bias? Brazilians Open the Door to Offshore Assets
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Interview With Elena Alfaro, Head ...
“Organizations That Manage to Integrate AI With Purpose and Values Will Be the Ones to Lead This New Cycle Sustainably”
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Cerulli Report
The Private Equity World is Increasingly Interested in RIAs
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
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These Products Will Be Less ...
The SEC Gives New Boost to the Crypto Market by Approving In-Kind Redemptions for ETPs
NewsETF
They Do Not Invest Directly ...
ProShares Launches Two Doubly Leveraged ETFs on Solana and XRP
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Euronext ETF Europe Will Launch ...
Euronext Prepares Its Unified ETF Trading Platform to End Fragmentation in This Market
NewsETF
One Actively Managed and Two ...
Vanguard Launches Three New ETFs Focused on U.S. Government Debt
NewsETF
They Grow by 73%
Surge in Flows to Active ETFs in the First Half of 2025
NewsETF
Analysis by FlexFunds
6 Advantages of ETPs that Make them Key Allies Amid Uncertainty
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
Tariffs Come Into Effect
Chips, Semiconductors, Medications, and India: Trump Maintains Tension With More Threats
NewsMarkets
The Experts' Perspective
The Reasons Why Jerome Powell Will Complete His Term at the Head of the Fed
NewsMarkets
Data From the First Half ...
Wildfires and Thunderstorms in the U.S. Raise Global Insured Losses to 80 Billion Dollars
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An Analysis by Credicorp Capital
Latin American Currencies vs. The Worst Global Performance of the Dollar Since 1973
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The Experts’ View
Inflation and Negotiations: Two Key Focus Areas to Monitor in the Tariff Game
NewsMarkets
Early Signs of Slowdown
U.S. Employment Data, Reliability of Statistics: The New Concerns of Analysts
NewsMarkets
Major Asset Managers Share Their ...
Are We in the Early Stages of a Major Stock Market Rotation?
NewsMarkets
Effective August 7
The New World Order of International Trade Shaped by Trump Arrives
NewsMarkets
Interview with Pablo Méndez, LarrainVial
Why Customization is Becoming a Must-Have in Wealth Advisory
For Emilio Veiga GilPensions
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Approved by the CCR
Two Alternative Asset Managers and a Dozen Funds Receive Green Light to Access Chilean AFPs
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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
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According to Asofondos Figures for ...
Despite Turbulence, Colombian Pension Funds Grow by 11%
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According to a Survey by ...
U.S. Pension Funds to Increase Contributions and Spend More on Hypothetical Models
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Milliman Inc. Highlights Investment Gains ...
Multiemployer Pension Funding Rises in 2024
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Study by Ortec Finance
One in Five Pension Funds Lacks Liquidity in Adverse Scenarios
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Key Trends
Pension Funds Increase Allocations to Private Markets and Global Equities
Private Banking
NewsPrivate Banking
Interview With Humberto García de ...
BBVA Launches Ambitious Plan to Multiply Its International Wealth Management Assets in Five Years
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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
For 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
NewsPrivate Banking
According to Brand Finance Banking ...
China Leads the “Brand Value” of Banking Entities Worldwide
Regulation
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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
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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
Taxation
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On November 21 in Montevideo, ...
Trump, Milei, Taxes: Martín Litwak’s Opinion a Few Days Before His Tax Annual Summit
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Banks Have Already Opened 23,000 ...