SEC vote Wednesday is latest development in years-long ‘best interest’ saga

The U.S. Securities and Exchange Commission is expected on Wednesday to approve controversial legislation that is meant to set higher standards for “broker/dealers” – those selling retirement products, insurance and investment products to American consumers – as a years-long campaign by consumer advocates to boost advisory standards is formally acknowledged by the American securities regulator. 

Belgium’s Dunhill Financial opens Florida outpost

Dunhill Financial, a Brussels-based advisory firm which specialises in looking after American expatriate clients, has opened an outpost in the U.S., to look after Americans who are returning home after spending time abroad, as well as non-Americans moving to the States for the first time.

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Opinion

Taxpayer Advocacy Panel's expat rep to expats: 'Let's work together'

Taxpayer Advocacy Panel's expat rep to expats: 'Let's work together'

Last week, National Taxpayer Advocate Nina Olson retired from the role she held for 19 years. During this time, the IRS, of which the National Taxpayer Advocate's office is a...

Aug-08-2019