Global financial advice firm secures federal approval from SEC
In addition to the US, it has offices in the UAE, Switzerland and the UK
US
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US visa services firm hires senior director for India
She will shift the firm’s focus to include advising high net worth families
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US government dismisses ‘Accidental’ Americans lawsuit claim
But the case is yet to be tried in court
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IQ-EQ acquires US private wealth firm
Deal adds $1.9bn to the company’s assets under management
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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