Unlocking new frontiers: Adapting IFA business models for British expats and Americans abroad
As 700,000 British-born individuals reside in the US
As 700,000 British-born individuals reside in the US
Appointed representatives offered chance to join rival company
As Consumer Duty will place significant pressure on smaller firms
As it gets authorisation by two Swiss regulators
As it launches a members-only buyout proposition
With plans to grow in the US, Latin America, Europe, the UK and Asia
Changes in regulation and Brexit have put an increasing amount of pressure on advisory and wealth businesses
It is targeted at those with few clients in the EU or those looking to enter the market
As it plans to roll out its own range of funds later this year
But it will help firms find other networks and relationships
‘Nine times out of 10 clients have been mis-sold,’ says advisory group CEO
How firms build client confidence in 2021 ‘will be absolutely imperative to business growth’