US
Four charged over roles in $295m global crypto Ponzi scheme
Investors were told they would receive minimum returns of 0.35% daily
US expat market is a ‘huge opportunity’ for wealth firms
Brown Advisory tells IA about the challenges that face the small number of companies serving these clients
US expat advice firm sets up in Spain
It will be serving clients with an average of $1m in investable assets
Ex-Arlo and DeVere trio set up UK advice business
Company will also be offering repatriation services for clients looking to return to Britain
Model portfolios finally become key cog in US advice market
Industry has had a ‘slow and steady transition’ towards it being financial planning-oriented