Calastone: Equity funds pull in record £27.2bn inflow in 2024
Enthusiasm for equities did not translate to UK equity funds, which suffered £9.6bn outflows
US
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Head to head: Emerging outlook
Yoram Lustig of T. Rowe Price and JP Morgan’s John Citron go head to head on emerging markets
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UK-headquartered retirement savings platform acquires US firm
Deal takes its assets under management to over £8bn
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US taxman warns investors over Maltese retirement schemes
‘International tax compliance remains a high priority’
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Should US taxpayers living in the UK use ISAs?
There are ‘many challenges’ for Americans
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How changes in US retirement laws impacts client advice
They will affect both those saving for later life and those approaching or already in retirement
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Global financial services consultancy firm sets up M&A operation
Companies need to ‘rely on a partner who can navigate’ the mergers and acquisitions world ‘sensitively’
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US seizes $112m from cryptocurrency investment fraudsters
‘Vicious’ scams have ‘devastated families and cost individuals their life savings’
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Portugal is ‘still open for business for expatriates’
Blacktower’s John Westwood talks to IA about golden visas and the growth of the firm’s American desk
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Advice platform bags $3.5m in funding round
Funds will help the company continue its expansion across the US
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Adviser charged after allegedly misappropriating client funds
Victims were current and former professional basketball players
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Can US expats in France buy exchange-traded funds?
Americans abroad have limited investment options