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Chase Buchanan

How changes in US retirement laws impacts client advice

North America | 21 Apr 23

How changes in US retirement laws impacts client advice

They will affect both those saving for later life and those approaching or already in retirement

Companies | 8 Mar 23

Greek advice market set for US expat boom

Following the closure of the Portugal golden visa scheme

Companies | 11 Oct 22

Global advice firm opens Canary Islands office

Former Blevins Franks private client manager will run the operation in Tenerife

Companies | 14 Jul 22

Global advice firm opens second Spain office

Ex-SJP and Blevins Franks wealth manager will run the operation

What investment scams should expats look out for?

Best Practice | 3 May 22

What investment scams should expats look out for?

Many are ‘well researched and structured’

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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.