Spanish
The difference between big and small budgets? The access to data
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Whether it is gathering key data points from your organization or communicating in a simple way, Renee Brown knows that successful people and organizations are able to summarize complex information to convert them into actionable points.
Read MoreHow do you grow a solo advisory firm?
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Over the years financial advisors have been re-inventing themselves. But currently they are at a cross roads. Now that you can work with anyone in the world, offer any product, determine your own value proposition, and use technology to serve your clients, what is the opportunity? Sarry Ibrahim discusses with us how he approaches the…
Read MoreAsset Managers shouldn’t get into Blockchain
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Lorenzo Delzoppo has helped many blockchain and fintech startups to launch their products. He is a true compliance veteran in the industry. Among many other ideas, he thinks asset managers should not be using crypto currency as an investment tool, as it was ideated as a transactional one.
Read MoreFees or no fees: that is NOT the question anymore
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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.
Read MoreThe forgotten one in technology projects
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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.
Read MoreWhat is happening in Miami?
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Endeavor is a recognized organization in Latin America that has been extremely successful at helping entrepreneurs succeed.
Read MoreBanking happens exactly where the client is – German Pugliese
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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.
Read MoreNiche Financial Advisory – Mauro Cognetta
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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…
Read MoreFrom Corporate America to Entrepreneur: What many don’t talk about – Habib Moudachirou
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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…
Read MoreThe ESG Trailblazer
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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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