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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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Is the new role of the wealth advisor similar to what family offices have done all along? Cesar Pachon from We Family Office sat down for a discussion on the role of the family office now and in the future.

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The next generation’s expectations of Asset Management is nothing like we have seen so far. Priya has been focused on turning the Asset Management business model upside down, adapting it to her target niche: HENRYs – High Earners, Not Rich Yet.

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Learn from one of the most renowned asset management firms with a large network of financial advisors around Latin America, how they attracted the right advisors, at the right time, to exponentially grow their AUM.
In this episode, we discuss everything from how to implement technology to how Bolton took advantage of a shift in the marketplace to gain market share.

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Es imposible saber el futuro pero pasamos cualquier cantidad de energía tratando de generar modelos predictivos del futuro.

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[Watch the video for English subtitles] En una entrevista que abarca desde las claves para el crecimiento personal y profesional, hasta el desarrollo de tecnología en asset management, hablamos con Martin Litwak sobre los desafíos de crecer en esta industria como asesor financiero y como proveedor de servicios. Según Martin, la real prueba de un…

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Richard Kang discusses the realities of wealth management, hedge funds, and their future.

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A pure mathematician’s approach to risk management in the asset management industry.
“Risk Management doesn’t work very well within the asset management industry. Even the concept of managing risk is very elusive.”

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“En una industria donde cada vez la competencia es mayor, y lo que puede cobrar un asesor financiero es cada vez menor, por la competencia y la transparencia, el que no pueda adaptarse va a estar muy difícil que sobreviva”.

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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.