Beacon Global
Exploring the complexities of global wealth management for high-net-worth clients
As the wealth management landscape continues to evolve
Unlocking new frontiers: Adapting IFA business models for British expats and Americans abroad
As 700,000 British-born individuals reside in the US
How will UK/EU financial services agreement impact advice firms?
MoU ‘is a welcome commitment from both sides’
How will potential EU changes to residency rules impact UK expats
‘Any way of simplifying the complicated and confusing laws around EU residency is very much to be welcomed’
Best Practice | 25 May 23
EU proposes regulatory changes to ‘protect and empower’ retail investors
It confirms inducement ban will be for ‘execution-only’ sales