Introduction to Financial Advice Evolution in Mexico
The financial advice sector is experiencing a pivotal moment in Mexico. Under this premise, GBM Advisors—a business unit of Grupo Bursátil Mexicano, Casa de Bolsa (GBM)—hosted the third edition of Pioneros, an event that brought together representatives from the global financial ecosystem and over 900 in-person attendees, with approximately 3,000 more joining digitally. The event, held at Expo Santa Fe, aimed to establish financial advice as a future career in a country where there is still significant room for strengthening financial inclusion and access to capital markets.
Prominent Global Industry Leaders Attend
The participation of global industry leaders such as S&P Dow Jones Indices, Vanguard, AXA Investment Managers, Global X, iShares by BlackRock, J.P. Morgan, Santander Asset Management, Lazard, Invesco, Franklin Templeton, Prudential Seguros, AXA Seguros, Grupo Bolsa Mexicano de Valores, and BIVA marked a milestone. During the presentations, topics included investment trends, portfolio model and ETF usage, opportunities in a new economic paradigm, loyalty programs, and technology implementation for the financial advice sector.
Special Sessions to Enhance Financial Advisors’ Practice
Additionally, special sessions were offered to enrich the practice of financial advisors, aiming to strengthen their role as fundamental actors in developing the Mexican financial ecosystem.
Growth and Challenges in the Financial Advice Sector
According to the Mexican Securities Exchange Association (AMIB), the number of certified financial advisors as “Investment Strategy Advisor” has reached 10,000 in the country, a significant growth compared to previous years. However, the estimated demand by 2030 exceeds 30,000 certified advisors. Simultaneously, investment fund portfolios have increased from 192 billion USD in July 2023 to 253 billion USD in July 2025, confirming the sector’s acceleration. This reflects sustained investor confidence in available resources and financial services in the market.
GBM Advisors’ Support for Financial Advisors
Given this context, GBM Advisors emphasized that the professional independence of advisors requires solid institutional support. The company provides technological infrastructure, a robust range of investment solutions in the market through an open architecture of financial instruments, access to analysts, and marketing tools. This model allows each advisor to design customized strategies for their clients.
Universidad GBM: A Capacity-Building Program for Future Advisors
Another highlight of Pioneros 2025 was the announcement of Universidad GBM, a continuous training program to promote the development of future advisors. This initiative serves as a strategic pillar for holistic development, combining market knowledge, digital solutions, and communication skills.
GBM’s Vision for Mexico as a Nation of Investors
Pedro de Garay, co-CEO and member of GBM’s Executive Committee, reminded that the essence of the profession lies not in selling products but accompanying wealth and opening opportunities. “When an advisor grows, the industry consolidates and transforms our country,” he stated. The focus is to make Mexico a nation of investors, driven by a robust network of professional financial advisors.
Key Ponence: Intangible Benefits of Financial Advice
Among the numerous high-value conferences, one of the most notable presentations was “Trust, Time, and Well-being: The Invisible Returns That Only an Advisor Can Offer” by Paulo Costa, Senior Behavioral Economist at Vanguard. Costa emphasized that one of the most significant impacts of financial advice lies in intangible benefits not reflected in account statements but crucial to clients’ lives: having trust in the future, reclaiming personal time, and achieving greater financial well-being.
Human Connection in an Automated Era
In an era marked by automation, financial advice distinguishes itself by offering that human connection that no algorithm can replicate. This proximity builds trust and loyalty while facilitating more accurate investment decisions and precisely guiding the growth and protection of family estates.
Financial Advice as a Legacy in Mexico
At Pioneros 2025, GBM Advisors presented financial advice in Mexico as more than a business—it’s a legacy impacting generations. The day concluded with a powerful message: strengthening the advisor figure not only expands the financial industry but also transforms the economy and society as a whole.
Key Questions and Answers
- What is the significance of Pioneros 2025? Pioneros 2025 is a crucial event for the Mexican financial advice sector, bringing together global and local leaders to discuss the industry’s evolution, technology adoption, and nurturing a new generation of advisors.
- Who participated in Pioneros 2025? Prominent global industry leaders such as S&P Dow Jones Indices, Vanguard, AXA Investment Managers, Global X, iShares by BlackRock, J.P. Morgan, Santander Asset Management, Lazard, Invesco, Franklin Templeton, Prudential Seguros, AXA Seguros, Grupo Bolsa Mexicano de Valores, and BIVA attended the event.
- What are the growth figures in the Mexican financial advice sector? The number of certified financial advisors has reached 10,000, with investment fund portfolios growing from 192 billion USD in July 2023 to 253 billion USD in July 2025.
- What role does GBM Advisors play in supporting financial advisors? GBM Advisors provides technological infrastructure, a robust range of investment solutions, access to analysts, and marketing tools to enable advisors to design customized strategies for their clients.
- What is Universidad GBM? Universidad GBM is a continuous training program by GBM Advisors to develop future financial advisors, focusing on market knowledge, digital solutions, and communication skills.
- What are the intangible benefits of financial advice? Intangible benefits include having trust in the future, reclaiming personal time, and achieving greater financial well-being.
