Exploring the complexities of global wealth management for high-net-worth clients
As the wealth management landscape continues to evolve
Beacon Global
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Unlocking new frontiers: Adapting IFA business models for British expats and Americans abroad
As 700,000 British-born individuals reside in the US
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How will UK/EU financial services agreement impact advice firms?
MoU ‘is a welcome commitment from both sides’
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How will potential EU changes to residency rules impact UK expats
‘Any way of simplifying the complicated and confusing laws around EU residency is very much to be welcomed’
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EU proposes regulatory changes to ‘protect and empower’ retail investors
It confirms inducement ban will be for ‘execution-only’ sales
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EU set to backtrack on plans to ban financial product commissions
Reported u-turn will put Europe ‘even further behind the US and UK in promoting fair outcomes for investors’
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Will Spain scrap its golden visa programme?
Pulling the plug could be ‘counter-productive’
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EU bid to ban financial product commissions faces resistance
Some worry the move will restrict access to financial advice across the bloc
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Platform partners with international advice network
White label Sipp will bolster firm’s offering for US expats around the world
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Will Brexit kill off Europe’s expat adviser market?
International Adviser spoke to a range of advisory firms in Europe to discuss the effects of the UK’s exit