Natixis survey finds surprising optimism among financial advisors

Despite optimism for their book of business, most (84%) advisors admit business development is a challenge. In a typical week, they dedicate just 9% of their time to prospecting new clients.

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Survey: Most institutions pleased with managers’ stepped-up communication during crisis

State Street's John Lehner sees "an opportunity for asset managers to provide more strategic views and forecasts through technology, such as podcasts, webinars and video conference calls.”

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Citi sees second-half rebound in emerging markets, global small- and mid-cap equities

David Bailin, chief investment officer at Citi Private Bank, urged investors to get off the sidelines and put cash to work as a new cycle begins.

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Politicians look to AFPs to salve economic wounds during corona virus

Government officials across the Andes are suggesting allowing workers to tap into the pension savings to help make ends meet during the pandemic.

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Insigneo names ex-Citi IPB leader at head of offshore business

Rodolfo Castilla will be based in Uruguay and will oversee the group’s independent advisor network across Latin America.

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Aviva hires Capital Strategies to distribute into Brazil and Uruguay

The deal completes Aviva’s geographical coverage of Iberia and Latin America, complementing an existing partnership with Excel Capital, which represents Aviva in institutional markets in Chile, Peru and Colombia.

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DoubleLine signs with HMC for distribution in Chile and Peru

To initiate marketing activity in the region, both firms chose to highlight the Shiller Enhanced CAPE fund, registered with the Chilean Risk Rating Commission on October 24, 2019.

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AI and ESG augment the capabilities of French manager ODDO BHF

One of the largest independent asset managers in the Eurozone and founded in 1849, the family-owned French-German manager has a very long track record in European financial markets. 

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Fidelity’s 11th “Millionaire Outlook Study” finds health concerns are top stressors for all investors

“There are a lot of stressors in life that are universal and difficult to predict, like health issues or the state of the economy," says Fidelity's David Canter.

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Schroders: Investor ambitions fail to reflect their actions within sustainable investments

“There remains a gulf between people’s sustainable investment aspirations and the reality of how they prioritize these factors," says Schroders' Jessica Ground.

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