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
US
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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
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Merrill WM unveils adviser-client matchmaking tool
A third of affluent Americans currently do not have a financial planner
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Global wealth manager sets up US expat advice operation in Europe
It will offer a range of financial planning and investment services
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US life insurer unveils wealth accumulation products
Primarily through exposure to equity markets and dividends
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How to serve US clients abroad
Some firms find them ‘too costly and complex’ to have as customers
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What should expats consider before moving to the US
Flexibility of financial plans are key for clients
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Nine US investment advice firms charged with regulatory breaches
They have all agreed to pay combined penalties of over $1m
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Blacktower unveils Portugal expat service for US nationals
Firm plans to expand offering across Europe ‘and perhaps internationally in the near future’
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Global wealth manager unveils Tokyo office
To bolster its offering for US expats