Advice tech firm eyes UK and US expansion after raising $18m
BNY Mellon and RBC invested in the company during a funding round
US
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Focus Financial in talks with PE firm over sale
There is no certainty that a deal will be agreed
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US wealthtech firm sets up Edinburgh office
It is ‘actively recruiting’ to bolster the UK operation
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Fraudster jailed for six years over $28m Ponzi scheme
Victims were promised monthly returns ranging from 6% to 35% of their initial investment
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How wealth firms should approach the US expat market
Clients have trillions of dollars to invest with very few financial institutions willing to work with them
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Robinhood boosts retirement savings offering
In a bid to help US investors build up a sufficient pot for later life
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Macron pledges to discuss Fatca with Biden
Accidental Americans hope the US president ‘will recognise the gravity of the problem’
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Four charged over roles in $295m global crypto Ponzi scheme
Investors were told they would receive minimum returns of 0.35% daily
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US expat market is a ‘huge opportunity’ for wealth firms
Brown Advisory tells IA about the challenges that face the small number of companies serving these clients
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US expat advice firm sets up in Spain
It will be serving clients with an average of $1m in investable assets
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Ex-Arlo and DeVere trio set up UK advice business
Company will also be offering repatriation services for clients looking to return to Britain
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Model portfolios finally become key cog in US advice market
Industry has had a ‘slow and steady transition’ towards it being financial planning-oriented