US
How to serve US clients abroad
Some firms find them ‘too costly and complex’ to have as customers
What should expats consider before moving to the US
Flexibility of financial plans are key for clients
Nine US investment advice firms charged with regulatory breaches
They have all agreed to pay combined penalties of over $1m
Blacktower unveils Portugal expat service for US nationals
Firm plans to expand offering across Europe ‘and perhaps internationally in the near future’
