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Meant to integrate AI in ...
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Advice
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The Data from Henley & ...
Wealthy Families in the U.S. Show Unprecedented Interest in Obtaining Other Nationalities
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New Study by Cerulli
Fee Compression and Rising Demand for Services Lead Advisors to Adjust Their Pricing Structure
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It Operates from Latam, US, ...
UNTITLED Launches EVOLVE, a Product Designed to Protect and Grow the Wealth of Athletes and Artists
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Cerulli Report
More Than 72% of Financial Advisors Receive Compensation Through Fee-Based Models
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A Study by Edward Jones ...
To Seek Financial Advice, Women Rely on Recommendations From Other Women
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According to a Study by ...
The U.S. Wealth Management Industry Could Face a Shortage of 100,000 Advisors by 2034
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With Diego Wuergler, Director of ...
The Five Investment Mistakes to Avoid During a Crisis, According to Julius Baer
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This Was the Tax Annual ...
Will Trump’s “Trade Taxes” Lead to a Global Race to Raise Taxes?
Alternatives
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To Enhance Digital Banking
Nymbus Integrates Bud Financial’s AI-Powered Tools
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Candriam Report
From the Classic 60/40 Portfolio to the 40/30/30 Strategy: It Is the Moment for Alternatives
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New tools help advisors evaluate ...
Morningstar Expands Direct Advisory Suite to Bring Clarity to Private Markets
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Interview with Alan Strauss, Crystal ...
“Alternatives are experiencing significant expansion, and advisors are seeking to offer increasingly sophisticated solutions”
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Bringing secure and high-yield strategies ...
exSat and Ceffu Launch MirrorRSV for Bitcoin Yields
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To Restore Degraded Ecosystems in ...
Patria Concludes First Fundraising Round for an Agroforestry Assets Fund
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Emerging Trends in Asset Management
The SEC Will Advocate for Greater Retail Investor Access to Private Markets and Digital Assets
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Registered with the SEC
Blackstone Launches a Multi-Asset Private Credit Fund
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BofA Report on the Housing ...
U.S.: Uncertainty Reaches Highest Level in Three Years Among Current Homeowners and Prospective Buyers
Appointments
NewsAppointments
As Head of National Accounts ...
Paul Weisenfeld Joins CIM Group
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With Over 30 Years of ...
Lucinda (Cindy) Marrs Appointed Senior Advisor at Stonepeak
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Based in Madrid
Santiago Mata, New Director of Business Development for Latam and US Offshore at Jupiter AM
For Funds Society, MadridNewsAppointments
To Expand the Institution’s Presence ...
EFG Promotes Luis Ferreira to Deputy CEO of the Miami RIA and CIO of the Americas
NewsAppointments
Based in Miami
Allfunds Appoints Daniel Jesús Alonso New Head of US
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With More than 20 Years ...
BBVA Global Wealth Advisors Appoints Juan Carlos de Sousa as Head of Wealth Planning
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He Brings Three Decades of ...
ZINK Solutions Adds José Ignacio García as Partner and Wealth Planner in Miami
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Closing a career of 23 ...
SEC Veteran Natasha Greiner to Step Down in July
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Founder of the Group
Juan Alcaraz Steps Down as CEO of Allfunds and Will Be Replaced by Annabel Spring
Business
NewsBusiness
Amid RIA Industry’s M&A Surge
Dynasty Launches Investment Banking Primer
NewsBusiness
Expanding Into the Lower Middle ...
One Rock Capital Closes Record $3.97 Billion Across Two New Funds
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Expanding Emerging Market Investment Capabilities
LarrainVial’s U.S. Distribution Arm Seals Distribution Alliance with Ashmore
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To expand investments in insurance-linked ...
GAM Investments Forms Alliance with Swiss Re to Strengthen Catastrophe Bond Strategies
NewsBusiness
Natixis IM Will Continue to ...
U.S.: Edward Jones Announces Acquisition of Overlay Management Services Capabilities from Natixis
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It Will Be Integrated Into ...
BlackRock Acquires ElmTree Funds
NewsBusiness
Led by Andrew Brausa
Apollo Launches Olympus Housing Capital, a New Financing Strategy for Homebuilders in the U.S.
NewsBusiness
After the U.S. Indictment, the ...
This Is “The 21-Day Route” for Vector, Intercam, and CI Banco
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Offering a $1M prize to ...
Distilled Intelligence 3.0 Connects Investors with top Startups
ETF
NewsETF
Analysis by FlexFunds
6 Advantages of ETPs that Make them Key Allies Amid Uncertainty
NewsETF
It Will Replicate the Bovespa ...
After an 11-Year Hiatus, BlackRock Brazil Will Launch New ETFs
NewsETF
For Seven of Its Funds
Vanguard Reduces Fees on Its Range of Fixed Income ETFs Available to European Investors
NewsETF
S&P Dow Jones-BMV ETFs Summit
Active ETFs Will Gain Ground at the Expense of Mutual Funds and Structured Notes
NewsETF
It Will Improve ETF Liquidity
VanEck and Mexican Firm Finamex Casa de Bolsa Sign an Alliance
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Analysis by FlexFunds
83 Trillion at Stake: How Securitization Can Help Capture the HNWI Heir
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In a $100 Million Digital ...
VivoPower Taps BitGo as Exclusive XRP Partner
NewsETF
For Investors in Europe
BlackRock Launches an ETF Focused on European Defense Sector Companies
NewsETF
Approval From the SEC Is ...
Managers and Intermediaries Do Not Share the Same Enthusiasm for Dual-Class Share Products
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
Forcing 8.1 Million Families to ...
U.S. Housing Shortage Hits Record High
NewsMarkets
Supporting Scholarships and Skills for ...
Santander US Invests $25 Million in Education
NewsMarkets
The Asset Managers’ View
From January 20 to July 4: Why the U.S. Will Dominate Market Attention Throughout 2025
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The Experts’ View
Through Letters and Warnings, Trump Increases Pressure to Reach Trade Agreements
NewsMarkets
Led by Derek Chollet
JP Morgan Chase Launches a New Geopolitical Advisory Service: the CfG
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Natixis Survey for the Second ...
Inflation, Market Crash, and Collapse: These Are the Concerns of the Mexican Investor
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Trump Secures Approval in Record ...
The “Great and Beautiful” Tax Law Puts Traditional Economics to the Test
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Through the transfer of Berkshire ...
Warren Buffett Donates a Record $6 Billion to Foundations
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WisdomTree Analysis
The TACO Effect Drives the Nasdaq 100 Roller Coaster
Pensions
NewsPensions
According to a Report by ...
U.S.: Most 401(k) Plan Participants Organize Their Retirement Without the Help of an Advisor
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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%
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According to a Survey by ...
U.S. Pension Funds to Increase Contributions and Spend More on Hypothetical Models
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Milliman Inc. Highlights Investment Gains ...
Multiemployer Pension Funding Rises in 2024
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Study by Ortec Finance
One in Five Pension Funds Lacks Liquidity in Adverse Scenarios
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Key Trends
Pension Funds Increase Allocations to Private Markets and Global Equities
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Amundi Survey
Pension Funds Will Increase Their Allocations to Private Assets and Asian Emerging Markets
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Previ Manages around $4.9 trillion
Brazil’s Largest Pension Fund Seeks to Outsource Part of Its Equity Management
Private Banking
NewsPrivate Banking
UBS Global Wealth Report
The American Continent Led Wealth Creation in 2024
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
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Citi Private Banking Report
New Interest Rate Environment, Capital Preservation, and Meeting Family Expectations: The Three Priorities of Family Offices
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According to Brand Finance Banking ...
China Leads the “Brand Value” of Banking Entities Worldwide
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Key Trends Watch, by FlexFunds
Francisco Tochetti (BFC Asesores): “The main trend in wealth planning is international transparency”
For Emilio Veiga GilRegulation
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A New Era for the ...
The SEC Appoints New Leaders With Crypto Ties for Its Investment Management and Trading & Markets Divisions
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What Is Happening in Other ...
Stablecoins or a Risky Business: The SEC Is Concerned About How Investors Access Them
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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
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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
Taxation
NewsTaxation
On November 21 in Montevideo, ...
Trump, Milei, Taxes: Martín Litwak’s Opinion a Few Days Before His Tax Annual Summit
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Banks Have Already Opened 23,000 ...