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Smarter Giving
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Advice
NewsAdvice
In an Increasingly Consolidated Market
RIAs Shift Their Focus Toward Organic Growth
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
Alternatives
NewsAlternatives
Art & Finance Report 2025 ...
The Great Wealth Transfer Will Drive Art Investment: It Will Reach $3.5 Trillion by 2030
NewsAlternatives
ETFs for the Merrill, Bank ...
Bank of America Recommends the Use of Cryptocurrencies for High-Net-Worth Clients
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?
Appointments
NewsAppointments
To Oversee International and Cross-Border ...
Jefferies Adds Alessandro Parise as Wealth Management International Manager
NewsAppointments
From HSBC, as Senior Private ...
Santander PBI Adds Manuel Orihuela Suárez in Houston
NewsAppointments
Former Director of Wealth Management ...
IPG Appoints Daniel de Ontañón as Director, Growth and Business Development
NewsAppointments
Joining From BTG Pactual
BBVA GWA Adds Roberta Fernandes as Investment Counselor in Houston
NewsAppointments
Movements Within the Group
Samantha Ricciardi, Global CEO of Santander AM, Leaves the Asset Manager
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
Business
NewsBusiness
In the Age of AI
How to Manage Talent in the Asset and Wealth Management Industry
NewsBusiness
Manuel Romo and His Team ...
The “Chico Pardo Era” at Banamex Formally Begins
NewsBusiness
The BofA Race Surpasses the ...
The Chicago Marathon Breaks a New Record by Raising 47 Million Dollars
NewsBusiness
Interview With Miguel Libonati, Founder ...
Atlantis, More Than a Decade of Independence
NewsBusiness
Promotions and Relocations to Consolidate ...
AMCS Group Strengthens the Structure of Its US Offshore Sales Team
NewsBusiness
Strategic Alliance to Add Equity ...
Santander Expands Its Research in the U.S. With MoffettNathanson
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
ETF
NewsETF
It Has Been 43 Consecutive ...
U.S.: Assets Invested in ETFs Reach a New All-Time Record
NewsETF
“People & Money” Report by ...
The Role of ETFs in the Rise of Investing in the United States
NewsETF
Each American Child Comes With ...
The “Trump Accounts” Debut in 2026, to the Benefit of ETF Managers
NewsETF
Analysis by FlexFunds
The Winning Formula: AI + Securitization, the New Growth Engine for Asset Managers
NewsETF
A Day Focused on the ...
Women in ETFs Brought Together the Offshore Ecosystem in Miami
NewsAlternatives
ETFs for the Merrill, Bank ...
Bank of America Recommends the Use of Cryptocurrencies for High-Net-Worth Clients
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
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
With the Focus on Europe
The Strategic Urgency of Diversifying Beyond U.S. Technology
NewsMarkets
According to Principal AM
Monetary Policy and the Electoral Calendar Shape Latin America’s Economic Outlook
NewsMarkets
New Phase to Accumulate Reserves
Argentina Modifies Its Exchange Rate Scheme: How Far Will It Go?
NewsMarkets
It Does Not Lose Its ...
The Fall of the Dollar in 2025: What Are the Implications for Investors?
NewsMarkets
Analysis by Principal, SURA, and ...
The Market Probes the Scope of Kast’s Resounding Electoral Victory in Chile
NewsMarkets
Interview With U.S. Economist Daniel ...
“Protectionism and the Fed Will Explain the Low U.S. Growth in 2026”
NewsMarkets
The Decline in New Investors ...
Fewer New Investors and a Decline Among Young People
NewsMarkets
Report by the McKinsey Global ...
The 18 Sectors That Will Drive Growth Over the Next 15 Years
NewsMarkets
The Valuation of the Asset ...
What Does the Fed’s Latest Cut Mean Looking Ahead to 2026?
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
How to Meet the Investment Objectives of Billionaires?
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
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 ...