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Challenges, Rumblings and Evolution of the Wealth Management Industry

We talk to veterans, new comers, innovators and everyone in between about the evolution, future and struggles of the wealth industry.

 

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In this chat with veteran Daniel Canel, we spoke about his vision for the future of wealth management: one in which companies focus on launching niche products that are highly personalized for the needs and interests of their clients.

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Jaime is a veteran of the identity verification and AML technology industry that is for once, paying the same attention to the client as he does to the back office.

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Endeavor is a recognized organization in Latin America that has been extremely successful at helping entrepreneurs succeed.

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German has been helping banks innovate in their digital service offering since before they even understood the need for clients to have access to their accounts online.

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Launching a financial advisory firm is challenging in any circumstances. In Latin America and during a pandemic, let’s just say it is not simple. However, Mauro Cognetta did just that and is doing great. Why? Because he did what many industry and marketing gurus always recommend: to focus on a niche.To specialize in a segment…

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Although many large corporations talk about an “entrepreneurial spirit” the reality of starting an asset management business is very different. Habib did just that. Through his many years in corporate America, he defined what would be his the do’s and don’t in his own firm earlier this year, went ahead and did just that. Not…

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The ETF world and the ESG world were not intertwined until Linda came along. Now, the ESG ETF segment is the fastest growing segment in all of the ETF industry, but there is still much to do. According to Linda if you ask investors “are you interested in ESG investing?” it will take you nowhere.…

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Leonardo Cardoso is managing a platform that measures market sentiment in real time for traders to act on it daily. This means that they have had to measure behavior of market participants and found that there are 55 different types of market participants that influence the markets.With this information they were able to find that…

Alejandra Slatapolsky host of The Biz Of Wealth

Alejandra Slatapolsky

For more than 18 years, Alejandra has designed successful marketing and communications strategies drawn from her background in financial technology, marketing, online strategies, journalism, public relations and event planning. Her career spans diverse industries, including financial services, technology, education, publishing and event planning in the U.S. and Latin America.

Slata has supported dozens of financial services firms with strategies that combine traditional and digital marketing, product development, journalism, public relations and event planning to land more and better clients, increase brand awareness and improve profitability.