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
US
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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
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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