US in the news: Hightower makes third acquisition of 2021
A round-up of people moves and M&A deals across North America
US
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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
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US in the news: Mercer Advisors completes double acquisition
A round-up of people moves and M&A deals across North America
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Health insurance demand rises among global expats
Over a third added family members to their current plan
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US fund manager charged for defrauding retail investors
He and his company misappropriated $7m in client money via real estate investments
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German bank to shut accounts of US customers
As savings firm denies services to dual UK and American citizens due to Fatca
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US in the news: Hightower makes its largest acquisition
A round-up of people moves and M&A deals across North America
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US advice ‘consortium’ buys UK financial planning firm
It is the company’s first M&A deal in Britain
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EU Council demands meeting with IRS over Fatca
People are ‘facing high renunciation fees and a very complex procedure’ to waive their US citizenship
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US in the news: Wealth Enhancement Group acquires adviser firm
A round-up of people moves and M&A deals across North America
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US in the news: BNY Mellon WM names global family office head
A round-up of people moves and M&A deals across North America