NewsAdvice
Analysis by Cerulli Associates
News
Advice
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
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
Alternatives
NewsAlternatives
CRBE Outlook for 2026
83% of Investors Will Maintain or Strengthen Their Commitment to the Mexican Real Estate Sector
NewsAlternatives
According to a Study by ...
Asset Managers’ Budgets to Obtain Alternative Data Continue to Grow
NewsAlternatives
New Icon in the Wynwood ...
Miami Adds a High-End Residential Project Inspired by Frida Kahlo
NewsAlternatives
Amid a Shifting Private Equity ...
Tailwinds for Co-Investments in 2026
NewsAlternatives
Differentiated Opportunities for Qualified Investors
Medical Real Estate and Private Equity in the U.S.: Viper Insight Is Born
NewsAlternatives
They Expand Private Equity Investment ...
Patria Acquires U.S. Asset Manager WP Global Partners
NewsAlternatives
Wealth Management Channels Continue To ...
Private Wealth in the Spotlight as the Alternative Assets Industry Booms
NewsAlternatives
Latin America Remains the Main ...
Miami Once Again Leads Foreign Real Estate Investment in the U.S.
NewsAlternatives
There, They See the Best ...
Latin American Investors Rediscover Their Passion for the Region
Appointments
NewsAppointments
He Leads The Strategy Across ...
Balanz USA Appoints Federico Francia as Head of Wealth Management
NewsAppointments
To Expand Its Coverage in ...
Insigneo Adds Renato Bisconcini and Renato Rizzatti to Its Team as Managing Directors
NewsAppointments
For the Coverage of Brazil, ...
Citi Private Bank Strengthens Its Latin America Team With New Bankers
NewsAppointments
Strengthens Global Leadership With a ...
FIBA Announces 2026 Board of Directors
NewsAppointments
On an Interim Basis
Miguel Ángel Sánchez Lozano Appointed Global CEO of Santander AM
NewsAppointments
Para Reforzar Su Oferta De ...
Alta Vera Global Capital Advisors Appoints Michael Vaknin as CIO
NewsAppointments
With Extensive Experience in Hedge ...
CV Advisors Hires Hailey Gordon as Portfolio Manager
NewsAppointments
New Managing Director and Head ...
Capital Group Expands Into Latin America Under the Leadership of Patricia Hidalgo
NewsAppointments
One of Its Strategists Joins ...
Santiago Leal Singer, From Banorte, Joins the IIF’s “Future Leaders” Group
Business
NewsBusiness
Coming from Bolton
Insigneo Hires a $500 Million Team to Strengthen Its Presence in New York
NewsBusiness
Interview with Víctor Hugo Soto, ...
“Less Stock Picking and Market Timing; More ETFs and Disciplined Diversification”
NewsBusiness
Services for Advisors
Mariner Partners with State Street to Use Its Charles River Wealth Management Platform
NewsBusiness
End of an Era for ...
Nuveen to Acquire Schroders for $13.5 Billion
NewsBusiness
2026 Edition
The Funds Society Managers Guide for the US Offshore Market Is Now Available
NewsBusiness
Stablecoins Reach Global Scale
Citi Predicts Up to $200 Trillion Annually in Digital Transactions
NewsBusiness
Strengthens Its Financial Platform
Dynasty Financial Partners Closes a Minority Capital Round
NewsBusiness
Key Piece in Fund Distribution
The Challenges of Omnibus Accounts in AML Matters: The Strength of Their Chain
NewsBusiness
Interview: Patricio Ureta, Managing Director, ...
“There is a structural trend toward the international diversification of assets”
ETF
NewsETF
Expands Its Range
Janus Henderson Launches an ETF Focused on AA- and A-Rated CLOs
NewsETF
Led by Equities
The US ETF Industry Starts the Year with Record Inflows: $166.65 Billion
NewsETF
FlexFunds
From Asset Management to Investment Vehicle Design: The Silent Shift in US Offshore and LATAM
NewsETF
Strategic Collaboration
Multifonds and Ultumus Partner to Accelerate the Expansion of ETFs in Europe, Asia, and North America
NewsETF
Analysis of BBH
Advantages, Disadvantages, and Factors to Monitor with the Arrival of ETF Share Classes
NewsETF
New Record High
Global Assets in Active ETFs Approach $2 Trillion
NewsETF
Interview With the Co-Head of ...
Deborah Draeger: “The Future of ETFs Lies in Greater Sophistication and Education”
NewsETF
Analysis by FlexFunds
Alpha Won’t Save You Anymore: Why Many Asset Managers Are Going to Become Irrelevant
NewsETF
The 2025 Summary According to ...
Focused, Victorious, and Dominating Equities: This Is How ETFs Performed in the United States
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
Implications for the Investor
Tariffs, Iran, and Private Credit: The Siren Calls Return to the Market
NewsMarkets
Changes in Asset Allocation
This Is the Geographic, Sector, and Style Rotation of Portfolios Worldwide
NewsMarkets
Balance and Outlook
Not Very Sexy, but Established: The Quiet Green Bond Market
NewsMarkets
With a Decline in U.S. ...
MSCI Proposes Conducting Stress Tests on Portfolios to Assess a “Triple Red” Scenario
NewsMarkets
Arguments for Investors
China in the Face of Expectations for the Year of the Horse
NewsMarkets
Investment Ideas
The Market Rides Between Macro Data, Geopolitics, and the Fed
NewsMarkets
Has the ‘Sell America’ Moment ...
Back to the Weakness of the Dollar: These Are the Investor’s Options
NewsBusiness
2026 Edition
The Funds Society Managers Guide for the US Offshore Market Is Now Available
NewsMarkets
Risks and Arguments
AI in 2026: Major Investments, Real Growth, and Healthy Corrections
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
New Services in Private Banking
Bank of America Launches Art Advisory Services for Clients
NewsPrivate Banking
Search for Value
CaixaBank Studies Entering Miami to Serve the Wealth Management Segment
NewsPrivate Banking
Projections by UBS
Over Five Million New Millionaires Worldwide by 2029
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
Regulation
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
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
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 ...