updated 6:40 PM CEST, Sep 25, 2020

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Thun Financial's Farmer and Michelin move to Walkner Condon

Less than three months after Madison, Wisconsin-based Thun Financial revealed that it was in advanced talks to be acquired by one of the largest one of the largest Registered Investment Advisory (RIA) firms in the U.S., two members of its expat-focused wealth management team have moved to another Madison-based firm with…
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UK FATCA challenger 'Jenny' latest: Request to HMRC to waive 'adverse party costs'

Lawyers acting on behalf of the U.S.-born FATCA complainant known as "Jenny", who had been considering whether to go ahead with a challenge to the UK’s Information Commissioner’s Office's May 29 decision not to uphold her crowd-funded complaint over the way her personal data has been sent to the U.S. by British entities…
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