Dunhill Financial unveils robo-adviser for American expats
It will charge 0.5% a year in fees
Dunhill Financial
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Praemium eyes expansion of Fatca-compliant offering
Many firms and financial institutions have been turning US citizens away due to reporting burden
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PEOPLE MOVES: GAM, Columbia Threadneedle, PSIG
Blackrock veteran joins the Swiss asset manager, deputy chair named at pension scams group
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Is Germany an untapped market for US expat service providers?
Fatca, the Internal Revenue Service and double taxation are causing headaches for Americans abroad
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US expat advice firm partners with Praemium
Solution means advisers can offer a product that avoids some problems caused by non-US investments
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Europe Best Practice Adviser Award winners revealed
Our awards spotlight best practice in such areas as client service and business strategy
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Passporting vital for small advice firms post-Brexit
News that passporting will continue during the Brexit transition period has been welcomed by the founder of a Belgium-based advice firm who has also backed the FCA chief’s calls for the agreement to continue after the UK leaves the EU.
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Is the pan-European pension plan a flop in the making?
The pan-European personal pension product aims to make long-term savings simpler while providing greater mobility across EU borders but there are critics that say the scheme, unless radically rethought, is doomed to fail.
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How to negotiate complex tax issues for US expats
Brussels-based Brian Dunhill gives important insights into how he provides the most effective advice to his US expat clients.
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High net worth clients to bear brunt of Belgian tax reform
High net worth individuals might end up footing the bill for the forthcoming corporate income tax overhaul in Belgium.
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Belgian IFA firm launches robo-adviser for US expats
Cross Border Planning, a Brussels-based advice firm catering to US expats in Belgium, has launched a robo-advice service aimed at providing low cost investment accounts for lower income clients.
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Belgian adviser Dunhill merges with rival Cross Border Planning
Two of Belgium’s largest advisory firms for US expats Dunhill Financial and Cross Border Planning have announced they will merge.