What are the best – and worst – ways to pay your financial adviser?
Personal Finance
When Free Financial Advice Is Not Actually Free (Pt 1)
Financial advisers in the Czech Republic often offer ‘expats’ free financial or investment advice or even free investments (buy something and you get something else free). “Free” is rare!
MiFID Firms vs IDD: Which is Best for You? Part 1
MiFID investment advisers offer much higher consumer protection levels and regulatory protections than IDD advisers.
EU vs non-EU Third Party Investment Advice – Part 2
EU vs Non-EU investment advice: Does it matter? Investment advisers must follow strict rules to keep clients’ money safe.
Due Diligence is Necessary to Choose the Right Financial Adviser – Part 3
Use our Due Diligence checklist to find out if your financial adviser is qualified, regulated, and legal.
Investor Resources Expand with OpesFidelio’s New Website
The resource matches European investors with one of more than 40 highly qualified advisers, based on their location and investment needs.
US Expats Need Specialized Investment and Tax Advice
US expats’ financial management concerns include reporting all income, earnings, and investments to the IRS. As specialists, we can help!
Financial Planning Tips
Want to get started on a long-term financial plan? Here are time-tested financial planning tips that make sense for everyone.
Unlicensed Financial Advisors Are a Threat to UK and US Expats in Czechia
Unlicensed financial advisors are gambling with your money. Unlicensed financial advisors are encountered by thousands of...
Middle-Class Americans Can’t Make it On $100,000
When did $100,000 become a budget-busting income? Middle-class Americans are making an average of $100,000 a year....
Fear of Retirement
Fear of the unknown can be addressed by making a plan. Fear of retirement is now one of life’s top stress-inducing events....
The Rise of the Cash-Only Lifestyle Amid Bank Failures
In the wake of several recent bank failures in the United States, some Americans are considering alternatives to...
Aisa International is a unique investment portfolio manager, with advisers specialising in advice for US and UK expats and is regulated in the EU, UK, and US.