MiFID investment advisers offer much higher consumer protection levels and regulatory protections than IDD advisers.
Personal Finance
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...
Talking About Money Can Be Hard
Does talking about money made you nervous? Talking about money is difficult. Why is that? Our perceptions about money are...
Neobanks Offer Benefits and Tradeoffs
Neobanks target the young with low fees and convenience. Neobanks are companies whose mobile apps provide you with a way of...