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North America

Best Practice | 5 Oct 22

Merrill WM unveils adviser-client matchmaking tool

A third of affluent Americans currently do not have a financial planner

Companies | 4 Oct 22

PEOPLE MOVES: Invesco, Julius Baer, Societe Generale

Head of multi asset retires from investment firm, while wealth manager reshuffles Americas team

Industry | 3 Oct 22

Accidental Americans lose US lawsuit

But the association has already appealed the decision

M&A Deals | 30 Sep 22

US in the news: State Street Global Advisors names CEO

A round-up of people moves and M&A deals across North America

Taxes

Life | 28 Sep 22

Private placement life insurance schemes under investigation in US

Products are allegedly being used by wealthy Americans ‘to avoid and evade taxes’

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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.