“Investors are facing unprecedented challenges as central banks unwind the easy money policies that have dominated the markets since the financial crisis and prepare for the first challenging bond market in more than a generation,” said Natixis's David Giunta.
Natixis: Institutional investors embrace active managers amid fears of bubble, increased volatility
December 13, 2017 by
Headstrong millennials take financial planning into their own hands
December 13, 2017 by
“As we observe how Americans look at their financial future, younger generations continue to rewrite the rules for the rest of us,” said Aron Levine, head of Merrill Edge
Allfunds sees opportunity in pension and wealth markets across Latam
December 13, 2017 by
Laura González, newly-named head of Allfunds' business in Iberia and Latin America, sees great opportunity in Mexico and Brazil and in onshore wealth management in general.
Advisors working more in teams but not collaborating on decision-making, says Janus-backed study
December 13, 2017 by
“Extraordinary teamwork is crucial for delivery of a remarkable client experience and to the success of an advisor practice in today’s dynamic wealth management industry,” says John L Evans Jr., executive director of Janus Henderson Labs.
Scotiabank agrees to buy BBVA’s stake in BBVA Chile
December 6, 2017 by
Scotiabank CEO Brian Porter has said that the potential acquisition of BBVA’s retail business in Chile was a “once-in-a-lifetime opportunity.”
HMC reinforces real-estate fund team with hire of ex-Itaú-Corpbanca exec
November 21, 2017 by
José Ignacio Uauy said that his aim in joining HMC Capital was to "support the development and expansion of the business of managing real assets in Chile and in the region."
Carolina Montiel to head BNY Mellon’s family-wealth investment-advisor group
November 21, 2017 by
Based in Miami, Montiel will report to Ridge Powell, managing director and team leader of the advisory group, and will support the Florida region alongside Managing Director Ray Sidwell and the international team.
UBS-PwC report: more billionaires in Asia than in US
November 7, 2017 by
"Networks are of increasing importance to billionaires," said UBS's John Mathews. "Based on the insights we have gathered over the years, we are able to offer them customized platforms to tap into."
Fidelity: Persistent approach post-crisis has benefited 401(k) investors
November 7, 2017 by
Fidelity Investments' “Ten Years Later” report concludes that investors who managed to stay the course have enjoyed better results, says Ken Hevert, senior VP of retirement.
Northern Trust: Transparency standards for alternatives industry fall short of investor expectations
October 24, 2017 by
"Transparency has surged in importance since the 2008 financial crisis, but industry best practices lag demand,” said Penelope Biggs, chief strategy officer, corporate and institutional services at Northern Trust.
