NewsAdvice
New Study by Cerulli
News
Advice
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
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
Expert Analysis
Crypto Assets Sneak Into the S&P 500 and Break a New Barrier
NewsAlternatives
Following the Milei Scandal With ...
Argentina: What Could Happen With the Institutionalization of the Crypto Market?
For Amaya UriarteNewsAlternatives
For Their Analyses
86% of Managers Will Increase Use of Alternative Data in the Next Two Years
NewsAlternatives
Global Insurance Survey by Goldman ...
Why Global Insurers Are Turning to Private Assets
NewsAlternatives
According to Mercer
Major Asset Owners Double Down on Private Markets Amid Rising Economic and Geopolitical Risks
NewsAlternatives
Citi Will Remain the Distributor
iCapital® Acquires Citi Wealth’s Alternative Funds Platform
For Funds Society, MadridNewsAlternatives
According to Amundi
Retail Investors Go Digital While the Key Role of Professional Advice Is Confirmed
NewsAlternatives
EY Report
A Clear Strategy, Innovation, and Scalable Models: The Three Keys for Asset Managers to Grow in the Alternatives Industry
NewsAlternatives
With an Investment Plan Exceeding ...
Fictor US Is Born: The Brazilian Alternatives Holding Enters the United States, Expanding Its Global Presence
Appointments
NewsAppointments
Internal Promotion
William López, New Head of Europe and Latin America at Jupiter AM
NewsAppointments
Coming From Oppenheimer
Insigneo Adds Jorge Oliveira to Its Network of Financial Advisors as Senior VP in New York
NewsAppointments
Coming from JP Morgan Private ...
UBS Private Wealth Management Appoints Banker Lin Reynolds as Senior VP in New York
NewsAppointments
Coming from Citi
Santiago Robledo Joins JP Morgan Private Bank as Banker in Miami
NewsAppointments
In Coral Gables
UBS Florida International Adds Ana Sofía Dominguez and Eduardo Carrera
NewsAppointments
Based in Miami, he will ...
Insigneo Appoints Paul Caulfield as Chief Compliance Officer
NewsAppointments
Joins from Wells Fargo
Citi Adds Heather Serna to Its Miami Team as Senior Wealth Advisor
NewsAppointments
Based in New York
Capital Dynamics Appoints Susan Giacin as Global Head of Sales
NewsAppointments
The Former Robeco Executive Will ...
Vontobel Appoints Ana Claver as Head of International Clients
Business
NewsBusiness
Events in Montevideo, Buenos Aires, ...
DAVINCI TP’s Masterpiece Invites Latin American Investors to Look Beyond the U.S.
NewsBusiness
Before the End of 2025
Columbia Threadneedle Investments Enters the Active ETF Business in Europe
NewsBusiness
To be closer to Latin ...
BBVA Global Wealth Advisors Continues U.S. Expansion: Opens New Office in Houston
NewsBusiness
Assets Grew by 24% Year ...
Fixed Income Drives Double-Digit Growth of Investment Funds in Mexico
NewsBusiness
Jupiter, Vanguard, Janus Henderson, and ...
Convictions Amid Uncertainty: A Recap of the XI Investment Summit by Funds Society
NewsBusiness
Bonds and Stocks Attract Foreign ...
Mexican Investment Assets Maintain Their Appeal Amid Turmoil
NewsBusiness
Encouraging Employers to Prioritize Retention
Morgan Stanley’s Study Reveals Growing Workplace Pressures
NewsBusiness
Bolton's 2025 Advisors Conference in ...
Bolton Announces Equity Incentives and Unveils New Technology Tools
NewsBusiness
According to Capgemini
The 10 Key Wealth Management Trends for 2025
ETF
NewsETF
Approval From the SEC Is ...
Managers and Intermediaries Do Not Share the Same Enthusiasm for Dual-Class Share Products
NewsETF
Analysis by FlexFunds
SPVs as catalysts for liquidity and global distribution
NewsETF
With a Total of 5 ...
Goldman Sachs Asset Management Enters the European Market for Active Equity ETFs
NewsETF
According to Analysts at Freedom24
U.S. Investors Go Big on Europe, Explaining Record Inflows into European ETFs in 2025
NewsETF
For Emerging Markets
Robeco Expands Its 3D Active ETF Range with an Equity Fund Focused on Emerging Markets
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
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
Debts With Economic Growth
What Does Chile Lack to Overcome Stagnation?
NewsMarkets
Report by McKinsey & Company
Global Private Equity Investment Grows 14% After Two Years of Decline
NewsMarkets
Commercial Clients Want Seamless Banking ...
Q2 Holdings, Inc. Delivers with New Direct ERP Solution
NewsMarkets
Urging action to address long-term ...
MissionSquare study finds gaps in employers’ support
NewsMarkets
The View of Analysts and ...
Trade Uncertainty: Have We Hit the Ceiling?
NewsMarkets
SPIVA Report Balance, by S&P ...
Asset Management in Mexico Reflects the Challenges of the Market Environment
NewsMarkets
The Asset Managers' Perspective
Market Risks and Uncertainty Do Not Diminish the Appeal of Dividends
NewsMarkets
Report by Citi Institute GPS
Blockchain, Regulation, and the Public Sector: Three Levers to Drive Stablecoins
NewsMarkets
According to Scope Ratings
Three Possible Economic Scenarios for the U.S. From This Point Forward
Pensions
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
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
Private Banking
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
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
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 ...