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Recently Released!!!
Date Published: December 2011
Comprehensive Power Point Deck: 350 Slides
Summary Power Point Deck: 100 Slides
The purpose of this report is to provide readers with an initial understanding of the future of the brokerage, investments, private banking, & wealth management industries in the Latin America markets, which provide geographical proximity but also challenges for US financial services firms, including multiple languages, currencies, & laws. In short, this report defines the future of advice in these markets and compares these findings to those of the United States in order to provide readers with some perspective. Many of the Latin America countries have trends parallel to those in the US, but also many have fundamental market differences
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