The best financial advice for an individual may be to not transfer a pension. The job is to exercise judgement, not complete transactions.
Cross-Border Investment Planning
Crisis Plans: A New Safety Net for Your Assets
Insurance companies across Europe are entering an era previously known only to bankers. According to the latest technical...
Why UK Pension Qualifications and Experience Should Matter
UK pension qualifications and the relevant experience of the adviser is more important for consumers than the size of the firm.
Wealth structures: New EU rules
Investing in real estate structures, family holdings, or utilizing repo operations has been governed by new rules since...
EU reporting: The end of the regulatory jungle?
The European Securities and Markets Authority (ESMA) has issued an interim report delivering a critical assessment of the...
Banks tighten rules for complex wealth structures
The European Banking Authority (EBA) has launched a comprehensive consultation paper, signaling a major overhaul of the...
Europe Under Stress: What If Markets Stop Working?
The days when stress tests of financial institutions were merely a theoretical exercise for academics are long gone. In...
Czech National Bank vs Facebook Comments Financial Advice
The ČNB maintains a free, online public register of firms and individuals authorised to provide financial advice in the Czech Republic. Check it to find legal sources of financial and investment advice.
Single Market: The End of Investment Islands?
The European Union is launching an ambitious "One Europe, One Market" roadmap, set to fundamentally rewrite the rules for...
Securing your global lifestyle: The transition to PSD3 and PSR
The European Council has finalized the compromise texts for the PSD3 (Payment Services Directive 3) and PSR (Payment...
Geopolitics and Private Markets: Risks Beneath the Surface
As the European Digital Identity Wallet (EUDIW) moves from concept to reality in 2026, international investors and...
Are Financial Advisers Relevant In The New World of Artificial Intelligence?
Financial advisers can offer clients the best of both worlds: personalised advice and consumer protections along with AI’s analytical support.