article thumbnail

Pitfalls for U.S. Expats: Tax Compliance

Brown Advisory

Expats: Tax Compliance mhannan Wed, 04/13/2022 - 06:37 We help U.S.-connected assess their current financial situation, understand their long-term goals and objectives, and build a robust and flexible investment plan for the future – all while considering the intricacies (and importantly, the interaction) of the U.S.

article thumbnail

Advice-only financial planners are stealing the show!

Sara Grillo

Cody decided to become an advice-only financial planner, avoiding managing assets for clients and focusing instead just on the service of financial planning because he feels that is where the greatest value of a financial advisor lies. I try to hold monthly webinars. He does not take discretion of client assets. Was this helpful?