Bank of America invests in fintech platform
They have been partners since 2018
US
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Investment firm charged over selling high-risk bonds to retirees
Products were ‘only suitable for customers with substantial financial resources’
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Shift to residence-based taxation ‘would cost the US nothing’
Campaign group argues that rights recently afforded to companies should be extended to individuals
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Hoxton Capital Management gets SEC licence
As it plans to expand its US presence with additional offices
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US calls for dismissal of ‘meritless’ Fatca lawsuit
Accidental Americans argue suspension of emigration services was a constitutional breach
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US wealth transfers to hit $84.4trn by 2045
Advisers need to be ‘open to evolving’ and ‘prepared for changes to their business models’
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UK advice firm unveils US arm
Company is now serving expats in the States and Americans in Britain
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Sanlam boosts investment offering for US citizens in UK
There ‘really aren’t any properly structured dual-reporting funds’, it claims
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NYU unveils financial planning postgraduate degree
Firms want advisers ‘who can meet with clients, communicate effectively, and make recommendations’
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‘Accidentals’ to take America back to court
After fundraising $25,000 to cover legal expenses
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10 international fraudsters charged in the US
They stole more than $6m by claiming to represent legitimate investment firms
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Pan-Asian life insurer reportedly suffers setback in US IPO plan
It is unlikely the listing will be completed before the end of the year