US
Model portfolios finally become key cog in US advice market
Industry has had a ‘slow and steady transition’ towards it being financial planning-oriented
Best Practice | 5 Oct 22
Merrill WM unveils adviser-client matchmaking tool
A third of affluent Americans currently do not have a financial planner
Global wealth manager sets up US expat advice operation in Europe
It will offer a range of financial planning and investment services
US life insurer unveils wealth accumulation products
Primarily through exposure to equity markets and dividends
How to serve US clients abroad
Some firms find them ‘too costly and complex’ to have as customers