North America
US wealth manager acquires Australian firm
The deal is part of the business’ growth plan to expand globally in areas such as the UK, Canada and Asia
Latest news | 18 Feb 19
NFL financial adviser jailed for fraud scheme
Jason Jernigan will serve 28 months in prison for conspiring to commit fraud and money laundering
Implications of offshore non-disclosure rule changes
Understand the issues surrounding offshore non-disclosure for UK and US taxpayers
Financial planners are on the rise globally
In 2018 there was a 3.3% rise in professionals worldwide, with numbers up 5,787 from 2017
Julius Baer’s US tax evasion charges dismissed
In 2016, the Swiss bank agreed to pay $547m and settle tax evasion allegations