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North America

SEC fines 13 US advice firms $2.2m over false ETF claims

Investment | 31 Aug 16

SEC fines 13 US advice firms $2.2m over false ETF claims

Thirteen financial advice firms have been fined a combined $2.2m (£1.7m, €1.9m) by the US Securities and Exchange Commission (SEC) for making false claims in relation to the ill-fated ETF manager F-Squared Investments, which filed for bankruptcy last July.

Axa wins landmark US court case over ‘exorbitant fees’

North America | 30 Aug 16

Axa wins landmark US court case over ‘exorbitant fees’

Axa has won a landmark court case in the US against investors who accused the French insurer of charging excessive fees on variable annuity products.

Former US baseballer becomes unlikely financial adviser

Investment | 26 Aug 16

Former US baseballer becomes unlikely financial adviser

Controversial former US baseball star Jose Canseco has developed something of a cult following after several of his contrarian market predictions have come true.

Greater disclosure requirements for US investment advisers

Best Practice | 26 Aug 16

Greater disclosure requirements for US investment advisers

Investment advisers in the US will need to provide more information to the Securities and Exchange Commission (SEC) as the regulator steps up its monitoring of the asset management industry.

Campaign group calls for Fatca exemption for US expats

North America | 24 Aug 16

Campaign group calls for Fatca exemption for US expats

American Citizens Abroad (ACA), a campaign group for US citizens living overseas, has called on the US Treasury Department to amend Fatca regulations which would allow US expats to hold bank accounts exempt from the stringent reporting standards.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.