Our advisers come together once a year to learn the latest insights, regulations, and client solutions strategies. The annual OpesFidelio conference for our team of financial advisers across Europe is held in Portugal this year! This year, we’re adding a special session for expats who are based in Portugal.
Among the malpractices that expats should be particularly aware of, is investment advice provided by unlicensed advisers.
Why are financial advisers not telling you how to avoid unnecessary hidden fund fees? The outcome of your investments depends on it!
What are the best – and worst – ways to pay your financial adviser?
The investment update includes the status of investment portfolios, current factors affecting markets, geographical and sector outlooks, and asset allocation views.
EU vs Non-EU investment advice: Does it matter? Investment advisers must follow strict rules to keep clients’ money safe.
Use our Due Diligence checklist to find out if your financial adviser is qualified, regulated, and legal.
The resource matches European investors with one of more than 40 highly qualified advisers, based on their location and investment needs.
You're invited to attend a morning seminar hosted by the British Chamber of Commerce. Date: 28/02/2024 Time: 09:00 - 11:30...
There May Be Trouble Ahead This article may be of interest for those that accrued savings in British pensions, then who...
This article may be of interest for those that accrued savings in British pensions, then who became US resident and then...
Current knowledge is critical to successful financial planning On 28 November, members of the Aisa International team...
