NewsAdvice
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
2026 Alternatives Compensation & Carry ...
Alternative Investment Firms Still Lag in Managing Compensation and Carry
NewsAlternatives
Alternative Investments
Franklin Templeton Announces the Closing of Its First CFO for $1.5 Billion
NewsAlternatives
Report by Global Citizen Solutions
Crypto Investors Rethink Their Jurisdictional Strategy Amid Global Regulatory Convergence
NewsAlternatives
Alternative investment
Franklin Templeton closes its first $1.5 billion Collateralized Fund Obligation
NewsAlternatives
Discipline Remains a Priority
Insurers’ Interest in Private Credit Continues to Grow
NewsAlternatives
Impact on Asset Managers' Operating ...
Retail Investor Shift Reshapes Private Markets
NewsAlternatives
Survey by Nickel Asset Management
Digital Assets Enter a “Mature Institutional Phase”
NewsAlternatives
Their Interest Is Growing
Lack of Regulatory Support: The Main Obstacle for Family Offices Facing Digital Assets
NewsAlternatives
Increasingly Popular Among GPs
Liquidity Needs Make Continuation Funds Shine
Appointments
NewsAppointments
They will report to Rob ...
BNP Paribas AM Names Four Chief Investment Officers to Lead Its Platform
NewsAppointments
He Will Replace Marta Zarraga ...
Capital Group Names Guillermo Veiga as New Chief Information Officer
NewsAppointments
He Joins the Executive Team ...
Insigneo Names Juan Francisco Clemenza Director of Advisory Services
NewsAppointments
With Experience in Business Development
BBVA Adds a New Advisor to Its Global Wealth Advisors Platform in Miami
NewsAppointments
In London
Columbia Threadneedle Reinforces Investment Team with Three Appointments
NewsAppointments
In Addition, the Firm Added ...
FDS Partners Reinforces Latam and US Offshore Team with the Appointment of Ana Ramírez
NewsAppointments
Joining From MFS Investment Management
Diana Rueda Joins The Ranks Of BlackRock
NewsAppointments
Effective September 1
M&G Names John Bruen As Head Of Infracapital
NewsAppointments
To Drive Its Strategic Growth
Lazard AM Strengthens Its Senior Leadership Team with the Appointments of Chris Bricker and Theodore P. Enders
Business
NewsBusiness
According to Cerulli
Global ETF Markets in Latin America and US Offshore Surge Past $3 Trillion
NewsBusiness
U.S. Could Revoke Up to ...
EB-5: The New Magnet for Latin American High-Net-Worth Individuals Amid the U.S. Immigration Crackdown
NewsBusiness
Consequence of the Industry's Revolution
The Battle for Latin American Financial Talent
NewsBusiness
The Partnership Begins With the ...
Itaú and Vanguard Strengthen Alliance to Accelerate International Diversification in Brazil
NewsBusiness
Interview with the Firm's Head ...
Ricardo Sucre Returns to Amerant: “Our Goal Is to Achieve Double-Digit Annual Growth in Assets Under Management”
NewsBusiness
In the Face of Fierce ...
Comprehensive Response and AI: The Survival of Asset Managers Hinges on Repositioning Their Business Model
NewsBusiness
The Transaction Strengthens the Collaboration ...
Goldman Sachs Announces the Acquisition of Neos for Up to $2.25 Billion
NewsBusiness
Profound Implications for the Wealth ...
The Great Wealth Transfer Has Begun: The Challenge Now Is for Fortunes to Outlast Their Owners
NewsBusiness
By FlexFunds
FlexFunds: After the World Cup: the real value of sports assets and intellectual property
ETF
NewsETF
WisdomTree Survey
Thematic Investing Grows, but Investors Hesitate to Pick the Next Big Trend
NewsETF
Morningstar's US Active/Passive Barometer
Active Mid- and Small-Cap Funds Boost Active Management Success Rate in the United States
NewsETF
According to ETFGI
US ETF Industry Gathered a Record in Cumulative Net Inflows as of July
NewsETF
Matthew Bartolini, Global Head of ...
“The Surge in Active ETFs Has Not Diminished Demand for Low-Cost, Plain-Vanilla ETFs”
NewsETF
Never before has so much ...
ETFs versus Mutual Funds: Who Is Winning the War on Costs and Flows
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
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
56% of Major Investors Foresee ...
The United States Will Have to Share AI Leadership With China, According to Global Investors
NewsMarkets
Financial Literacy
Warren Buffett Turns 96: Why His Legacy Continues to Shape Fund Managers Worldwide
NewsMarkets
The Opinion of International Firms
The Debt Buyback Plan of Bessent: Scarce and Without Short-Term Effects
NewsMarkets
The Volume of U.S. Debt ...
Rally in Long-Term Treasury Yields: What Message Is the Treasury Sending, and How Will the Fed Pick Up the Gauntlet?
NewsMarkets
Lessons from One of History's ...
The Lessons of the South Sea Company Stock Bubble
NewsMarkets
Investment Ideas
Europe Is Enticing Investors Once Again: Five Perspectives Ahead of a New Cycle
NewsMarkets
Milltech's Report
Hedging Levels Hit Record Highs as North American Fund Managers Suffer FX Losses Amid Geopolitical Tensions
NewsMarkets
Washington's Nod to Caracas Ends ...
Venezuela: On the Verge of a New Era of Return to Capital Markets, Although the Path Is Long
NewsMarkets
Global Head of Market Strategy
Mabrouk Chetouane (Natixis IM Solutions): “There Is Room for Surprises After Abandoning Forward Guidance”
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
35% Will Retire in Ten ...
Generational Succession Among Advisors Accelerates Recruitment, Retention, and Training of Junior Talent
NewsPrivate Banking
According to a Survey by ...
Traditional Assets and Flexible Fixed Income: The Preferred Investments of Latin American and US Offshore Advisors
NewsPrivate Banking
Interview with Federico Muxi, Managing ...
Latin America Stands Out for Its Growth in the Wealth Management Industry
NewsPrivate Banking
Global Residence Program Index 2026
Golden Visa, Investment Programs, or Tax Advantages: What Are the Best Residence Routes in the World?
NewsPrivate Banking
Tax Management: The Priority for ...
Tax Optimization Becomes the New Battleground for Wealth Manager Differentiation
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
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 ...