Envestnet and BlackRock partner to enhance the financial advisor experience

“As wealth managers shift to fee-based advisory relationships, they are asking for new technologies to help them scale their business and build better portfolios,” said Venu Krishnamurthy, global head of Digital Wealth for BlackRock.

This content is reserved for our licensees.

Log In Register

Banorte sees BlackRock as source for positive change

Banorte's Alejandro Aguilar Ceballos, considers BlackRock’s arrival to the Mexican retail market as an opportunity for the industry to maintain its growth rate: "It will make us all go into training to be able to compete."

This content is reserved for our licensees.

Log In Register

CFA Society sees investment in alternatives deepening the capital market

The Chilean society of CFA charterholders has 136 active members and more than 350 current candidates, according to Pamela Auszenker, a society member and head of equity research at Bci Corredora de Bolsa.

This content is reserved for our licensees.

Log In Register

Chilean AFPs flee funds in broad October selloff 

The AFPs wrapped October with USD 73.2 billion invested in cross-border funds, 70% of which was in equities.

This content is reserved for our licensees.

Log In Register

Bolsonaro selection boosted local fund AUMs in October

Brazilian funds ended October with net inflows of BRL 6.4 billion, bringing the year-to-date amount to BRL 76.6 billion, albeit still below the BRL 251.3 billion raised in the same period of 2017.

This content is reserved for our licensees.

Log In Register

LarrainVial analyzes Oppenheimer funds after merger announcement with Invesco

LarrainVial is eyeing opportunities to add to Invesco's asset-gathering success. In Chile alone, it has helped the manager raise USD 2.5 billion from AFP pension managers.

This content is reserved for our licensees.

Log In Register

BTG Pactual nails down high-profile distribution deals

The firm’s third party distribution team, headed by Ignacio Pedrosa, recently annouced trio of deals, with T. Rowe Price, Mobius Capital and Solar Capital Partners.

This content is reserved for our licensees.

Log In Register

Colombian AFPs flee emerging markets and Europe while raising US exposure

The AFPs yanked USD 516 million from emerging markets equity in September, including a USD 533 million redemption from the iShares MSCI Emerging Markets ETF.

This content is reserved for our licensees.

Log In Register

Pension Reform: AFPs, AGFs and insurers will battle for new pension flows

In a break for global managers, under President Sebastián Piñera's proposal, AFPs, AGFs and others would compete for the 40% increase in per-worker contributions to the retirement system.

This content is reserved for our licensees.

Log In Register

Citi Private Bank seeks to assist FOs in protecting wealthy families’ privacy

"Without a global standard for privacy protection in a progressively digital world, it is becoming increasingly complex for our clients to safeguard the privacy of wealthy families," says Citi's Edward Marshall.

This content is reserved for our licensees.

Log In Register