The best financial advice for an individual may be to not transfer a pension. The job is to exercise judgement, not complete transactions.
Europe
Digital transparency: The end of corporate privacy
The European Commission has officially finalized the technical standards for the launch of the European Single Access Point...
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...
Wealth protection: The new EU oversight
The European Securities and Markets Authority (ESMA) has released stringent guidelines that fundamentally restructure the...
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.
Benchmarks: The Invisible Risk in Your Portfolio
Most investors view benchmarks as harmless yardsticks for success – indices used to judge whether their portfolio has...
Wealth structures: New EU rules
Investing in real estate structures, family holdings, or utilizing repo operations has been governed by new rules since...
Why Are Your International Ties Considered a Risk?
The main risk for HNWI clients today is so-called indirect financing through dual-use goods. The FAU warns that financial...
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...
New MiFIR Market Transparency Standards: Looking Back at the June Regulatory Shift
The European financial market infrastructure has completed its first full month operating under tightened transparency...
Fund Websites: Marketing or a Trap?
Investors often rely on what they see at first glance - attractive charts, tables of historical returns, and professionally...
FQI: The Depositary is Not Your Shield
Many investors in Funds of Qualified Investors (FQI) live under the dangerous illusion that the presence of a reputable...