US wealth transfers to hit $84.4trn by 2045
Advisers need to be ‘open to evolving’ and ‘prepared for changes to their business models’
US
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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
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Is it America’s time to shine?
Pictet warms to the US but has downgraded its outlook on one Far East country
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Trio charged after investors lose $155m
They were arrested in Spain, Argentina, and the US
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Hong Kong wealth manager joins forces with two US firms
Newly merged company has $4.3bn of assets under management
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Will UK qualification scheme open up the US wealth market?
‘People across financial services will keep a close eye’ on trade negotiations between the countries
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200% rise in Americans renouncing US citizenship
‘We can expect the rates to drop off a cliff’