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Brewer commends Garcia's efforts, but adds that digital platforms alone won't be enough to tap into underserved communities. A successful effort will go beyond the traditional managing net worth approach, he says. Is offering a service in Spanish enough of a differentiator to reach that scale, especially when the cost is double of some of the biggest players in the space? Garcia says that the strategy for the automated service is to gather assets through direct-to-consumer appeal and through small- and medium-sized networks in communities.

The rise of such niche offerings in robo advice mirrors the diversity of human advice practices, which include specialists that serve particular professions, Easterbrook says. Premium Access. Tax Planning. Log In. Tags Robo advisors Investment technology.

EST 4 Min Read. Close extra sharing options. It wasn't until his third year at Merrill Lynch, he says, before he began investing in a k. Courting the Latino Market. April 1. Practice management. Senior financial services executives said the industry needed to move more quickly to promote diversity and inclusion throughout the organization.

By Mason Braswell. Invest Insights. Sallie Krawcheck's robo for women investors launches. Ellevest considers factors affecting women such as the gender pay gap, earnings power over time, risk preferences, longer lifespans and caretaking responsibilities.

By Tanaya Macheel. Suleman Din. For reprint and licensing requests for this article, click here. Robo advisors Investment technology Retirement planning Merrill Lynch. The Canning Lecture is given by H. Born in Gothenburg, Sweden, and Cambridge-educated, he has worked in the City since when he joined Clarksons shipping as a graduate trainee. He is now a ship-broking executive and managing director at Clarksons, and has been a familiar figure in the City since he served as Sheriff of the City of London Corporation in from Read our obituary.

Canning House regrets to announce the death of Lord Garel-Jones, who passed away on 24th March at the age of Alan Charlton was British Ambassador to Brazil from A key name in the arbitration community, Ed acts as counsel and sits as an arbitrator in arbitrations under the rules of all the major institutions. Ed has had a long-standing interest in the Hispanic and Lusophone worlds and has travelled to, and worked on matters involving, Spain and many countries in Latin America.

Chevening Scholar and Lemann Fellow. Hugo Shorter joined the Foreign and Commonwealth Office in He was Ambassador to Lebanon from In her role, she is responsible for leading and growing the Thought Leadership business globally. She is the author of seven books and many other articles on early colonial Spanish America. Marcial Echenique has spent over 30 years in industry as a consultant engineer.

Brought up in Cambridge, Marcial completed his first degree at the University of Bath in Engineering. At University he established the Latin American Society to promote and exchange cultural values. Marcial has lived in Chile, Peru and Venezuela working on metro and other infrastructure projects. Marcial speaks fluent Spanish, and some Portuguese. Rodolfo is the founder of Branding Latin America, an independent global PR agency positioning Latin America's destinations, products, investment opportunities and arts.

Vitoria is the head of the Immigration team at Vitoria Nabas and the International team, part of the Gunnercooke group. Her work covers immigration for both businesses and international corporations in several jurisdictions who seek advice on how to move abroad, and once moved, work lawfully and effectively in the UK, EU and Americas. She has more than 25 years of experience working in law firms and financial institutions in Brazil, New York and London. Vitoria has an impressive network which keeps her at the forefront of international commerce.

Vitoria is also involved in voluntary work including being Student Supervisor at Queen Mary University - Legal Advice Centre having been honoured with a fellowship for this work and helping vulnerable people in diverse communities in the UK in Casa do Brasil. Her aim in life is very simple: to help people daily.

Alejandro Arenas-Pinto is a Venezuelan physician with training in infectious and tropical diseases. Thomas C. Andrew Thompson is a freelance journalist also associated with organisations including the Oxford Business Group and LatinNews. She has worked in government, banking and energy across a variety of commercial, business development and government relations roles in London, Houston, Venezuela, Colombia, Argentina and Brazil.

Get the latest information on upcoming Canning House events and other events related to Latin America and Iberia across the UK and beyond. What we do We publish newsletters and in-depth reports; and we convene insightful geopolitical, socioeconomic and business conferences and seminars to raise awareness and understanding, aid policy-making and disseminate best practice, and offer unrivalled networking opportunities. Who we work with Our members and associates include.

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There's a different dynamic. But it's not all a digital outreach — Garcia, who grew up on the Texas border town of El Paso, and is a computer science and electrical engineering graduate from MIT — built up Finhabits' initial client base among Hispanic communities across his home state the old-fashioned way: lots of meetings, selling the service to small business owners, even getting the word out through segments on local radio stations.

They know about Schwab, but they are still coming to us. He acknowledges there are banks in these communities with Latino roots or serving customers in Spanish, and the traditional wealth management industry has tried to appeal to Hispanic clients too.

With close to 60 million Latinos in the U. And digital is proving to be a wider gateway for wealth management -- a recent study by Corporate Insight found the profile of robo advice clients is more diverse than traditional wealth management. Not that there haven't been outreach efforts already. But whether it's Hispanic or African-American clients, the industry hasn't been able to craft a compelling message that has changed attitudes about retirement planning, says James Brewer, president of the Association of African American Financial Advisors.

Brewer commends Garcia's efforts, but adds that digital platforms alone won't be enough to tap into underserved communities. A successful effort will go beyond the traditional managing net worth approach, he says. Is offering a service in Spanish enough of a differentiator to reach that scale, especially when the cost is double of some of the biggest players in the space? Garcia says that the strategy for the automated service is to gather assets through direct-to-consumer appeal and through small- and medium-sized networks in communities.

The rise of such niche offerings in robo advice mirrors the diversity of human advice practices, which include specialists that serve particular professions, Easterbrook says. Premium Access. Tax Planning. Log In. Tags Robo advisors Investment technology. EST 4 Min Read. Close extra sharing options. It wasn't until his third year at Merrill Lynch, he says, before he began investing in a k. Courting the Latino Market.

April 1. Practice management. Senior financial services executives said the industry needed to move more quickly to promote diversity and inclusion throughout the organization. Indeed ranks Job Ads based on a combination of employer bids and relevance, such as your search terms and other activity on Indeed.

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