US
What does it take to break into the US advice market?
International Adviser spoke to an advice firm, wealth manager and consultant to try and figure it out
Virtual US healthcare provider acquires French firm
Deal opens up Europe’s third largest market
US expat advice firm partners with Praemium
Solution means advisers can offer a product that avoids some problems caused by non-US investments
US fines Israeli bank $195m for helping clients evade tax
‘When bank employees facilitate tax fraud, the bank facilitates tax fraud and will be held responsible’
US asset management firm to return over $5m to investors
The company was acquired by BB&T Securities and mislead its clients