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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
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
NewsAlternatives
Analysis by Binance Research
Bitcoin Matures: Lower Liquid Supply and Growing Institutional Dominance Redefine Its Cycle
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Sole Lead Investor
Partners Group Invests in Avenue Capital Group’s Global Commercial Aviation Leasing Portfolio
NewsAlternatives
According to a McKinsey & ...
Competition for Deals Intensifies in the Private Credit Industry
NewsAlternatives
Ocorian Report
The Bet of Family Offices on Digital Assets
NewsAlternatives
According to a Coller Capital ...
LPs Increasingly Intend to Reduce the Number of Alternative Asset Managers in Their Portfolios
NewsAlternatives
Accounts for 30% of Global ...
The U.S. Consolidates Its Position as the Global Epicenter of Private Equity Value Creation
Appointments
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
NewsAppointments
Natixis IM Affiliate Firm
AEW Names Bianca Kraus Head of Investor Relations for Europe
NewsAppointments
Industry Moves
Vontobel Appoints Gian Reto Naegeli As Head Of Its Miami Branch
NewsAppointments
They Previously Worked for 15 ...
Insigneo Strengthens Its Commitment to Wealthy Latin American Clients, Signs Juan C. Londoño and Felipe Quintero as Senior Vice Presidents
Business
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
NewsBusiness
Modern Trends That Could Shape ...
The New Rich Versus the Old Rich: How Wealth Investment Strategies Are Shifting
NewsBusiness
In Assisting with the Automation ...
Multifonds Selected by National Bank of Canada to Drive Next Phase in Fund Accounting and ETF Administration
NewsBusiness
Strengthening Their Service Platform
Andersen Accelerates Global Expansion with Six Acquisitions in Mexico and the United States
NewsBusiness
Interview with Mario González, Head ...
“One of Capital Group’s Priorities is to Boost its Business Outside the United States”
NewsBusiness
Geopolitical Fragmentation is Reshaping the ...
The New Map of Wealth Havens: High-Net-Worth Individuals Are No Longer Betting Everything on Switzerland
NewsBusiness
First Half 2026 Results
GAM’s Transformation Bears Fruit: Narrowed Losses and Solid Capital Inflows
NewsBusiness
Interview with A.J. Harper from ...
InCadense Bets on Accelerating Fee-Based Adoption in Latin America with BlackRock Alliance
ETF
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
NewsETF
2025 Review and Outlook
New ETF Launches Continue to Far Outpace Fund Closures
NewsETF
According to ETFGI Data
U.S. ETF Industry Reaches Record High, Growing to $15.7 Trillion on Strong May Inflows
NewsETF
Offers More Targeted Tools to ...
Principal Asset Management Expands Its ETF Offering With a New Fixed Income Suite
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
According to Economists at Coface
Washington Tightens Its Tariff Measures and Anticipates New Trade Measures
NewsMarkets
Perspectives of Management Companies
Gold and Dollar: What Do They Tell Us About the Second Half of the Year?
NewsMarkets
Interview with Thomas Friedberger, CEO ...
“Decarbonization Is the Greatest Investment Opportunity of Our Generation”
NewsMarkets
Reflected In Government Bonds
Japan’s Labyrinth: Higher Inflation, A Weak Yen, And Tighter Monetary Policy
NewsMarkets
Historical Retail Investor Participation
My Stock Has Become A Meme: Who Is Really Moving The Stock Markets?
NewsMarkets
Uncertainty Persists
Invesco Backs Private Credit and Real Assets for the Second Half
NewsMarkets
Natixis CIB: Macroeconomic Impact Analysis
What the Return of a Blockade in the Strait of Hormuz Means?
NewsMarkets
Volatility Beyond the Weather
Commodities: The Market Story Implied by the “El Niño” Phenomenon
NewsMarkets
Share Buybacks Moderating
Global Dividends Rise 10.1% in the First Quarter of 2026
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
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
NewsPrivate Banking
Resilience and Portfolio Adjustments
Tell Me Where You Are and I’ll Tell You Your Family Office’s Asset Allocation
NewsPrivate Banking
Counsel in Miami
Jorge Martínez Alemán (Andersen): “We Have Gone from a Latin American Investor Who Only Looked to Miami to One Now Focused on Spain”
NewsPrivate Banking
According to Carlos Martin, CEO ...
Global Diversification and Comprehensive Services: Bci’s Formula for the Offshore Market
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 ...