North America
US in the news: PE firm buys stake in Sequoia Financial
A round-up of people moves and M&A deals across North America
40% of HNWs globally do not have formal inheritance plan
Inadequate strategies ‘can be costly and could lead to unresolved family conflict’
Rise in US expats flocking to Portugal ‘impossible to ignore’
Gavin Pluck and John Westwood spoke to IA about Blacktower’s expansion plans
US in the news: SageView Advisory Group buys Illinois wealth firm
A round-up of people moves and M&A deals across North America
Model portfolios finally become key cog in US advice market
Industry has had a ‘slow and steady transition’ towards it being financial planning-oriented