Wealth
As traditional homeownership becomes harder to reach, buyers are reconsidering one of its oldest assumptions: that a home needs to belong to one person or one household
Longer lives, inflation, and Social Security uncertainty are reshaping retirement planning—from withdrawal rates to when work becomes optional.
As private equity, sovereign wealth funds, and institutional investors pour into professional sports, team ownership is shifting from billionaire trophy asset to scarce, global business.
Bank of America’s Patricia Pacheco de Baez is uniquely positioned to serve ultra high-networth clients amidst the greatest wealth transfer in history
We’re back showcasing six impressive Hispanic and Latinos in law to watch across the nonprofit, energy, finance, and technology sectors
Lynette Montoya of the Latino Hotel Association calls on Latino entrepreneurs to build generational wealth through hotel ownership
Laura Martínez shares her family’s philosophy on financial savings, what puts Latinos on the wrong side of the wealth gap, and how it’s time for a change
Whether it’s attracting top talent with diverse experiences, backgrounds, and skills or expanding the business footprint, three tenured leaders at BMO Financial reflect on what sets their organization apart
James Cotto shares his career journey, passion for his profession, and the power of authenticity
With a focus on social impact and cultural understanding, these five Latino startups are emerging as key players driving positive change across various sectors
Andy Unanue is using his expertise in the Hispanic market to invest in family businesses and build legacy as managing partner of AUA Private Equity Partners
These twelve finance associations are working to improve the understanding of finance as a gateway to collaboration, learning, and growth for industry professionals across the globe
Interested in podcasts about and hosted by Latinos? Listen to these ten Latino podcasts discussing topics such as business, politics, finance, and more.
Ferrara’s Monserrath Salas shares how her parents inspire her, how Latino professionals can better advocate for themselves, and podcasts she can’t live without
After a decade in the US, humorist Laura Martinez has not adopted the American penchant for planning. This includes financial planning, educational planning, and funeral planning.
When it comes to personal finance, knowledge is power. That’s why Leandro Vicuña of Fremont Bank is passionate about empowering the Latino community to build and transfer generational wealth.
Ramon Cepeda’s contributions as senior managing director of wealth management have been essential to Northern Trust’s growth