US in the news: Pathstone buys Texas-based wealth firm
A round-up of people moves and M&A deals across North America
Industry
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Investors lose appeal over film tax avoidance scheme
Promoters ‘will take every step to limit their liabilities should things not pan out as expected’
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PEOPLE MOVES: Canaccord Genuity WM, Evelyn Partners, Rockpool Capital
Wealth manager bolsters Isle of Man office, as financial services group expands Bristol financial planning team
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How AI can be a useful tool for financial advice businesses
Platform says it has been ‘quietly developing and strengthening’ machine learning
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AI wealthtech platform raises $12m
Funding will be used to bolster its wealth management tools
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UK financial watchdog to overhaul whistleblowing process
FCA says it ‘needs the intelligence’ they provide
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Liontrust agrees to buy Gam for an ‘extraordinarily cheap’ £96m
Proposed takeover will create a business with £53bn AuMA
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Digital advice firm wants to become IFA consolidator
Following a change in majority shareholders
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Should US taxpayers living in the UK use ISAs?
There are ‘many challenges’ for Americans
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FCA warns IFA over DB transfer advice
Advice given to customers, including members of the British Steel Pension Scheme, was ‘not compliant’
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STM life subsidiaries suffer regulatory setback
But group states that ‘no action has been taken’ by the Gibraltar watchdog
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UAE digital wealth manager eyes European expansion
It has hired a banking veteran to grow its operation across the continent