IQ-EQ acquires US private wealth firm
Deal adds $1.9bn to the company’s assets under management
US
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Global investment platform eToro to go public
Self-proclaimed creator of ‘social investing’ to list on Nasdaq after $10.4bn merger
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US in the news: Wealth Enhancement Group buys Boston advice firm
A round-up of people moves and M&A deals across North America
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Chinese wealth firm files for US IPO
It plans to list on the Nasdaq
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US in the news: Wells Fargo sells asset management operation
A round-up of people moves and M&A deals across North America
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Family office unveils US expat service as SEC licence extended
It has also opened a Geneva office with plans to launch a London operation in future
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US in the news: Brown WM buys San Diego wealth firm
A round-up of people moves and M&A deals across North America
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US expats struggle to find providers with ‘right products’
‘Range is limited and often expensive’
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US in the news: The Mather Group buys Chicago advice firm
A round-up of people moves and M&A deals across North America
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US in the news: Hightower makes third acquisition of 2021
A round-up of people moves and M&A deals across North America
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‘Lack of advisers’ offering services to UK expats in the US
There should be an ‘increase in qualifications to enter the market’ for those specialising in Brits overseas
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Morgan Stanley added nearly 500 advisers in 2020
First time in decades without ‘net attrition’ or a net loss of advisers, CEO says Written by Brucke Kelly