The best financial advice for an individual may be to not transfer a pension. The job is to exercise judgement, not complete transactions.
USA Expats
Global Wealth: The New EU Regulatory Filters
International wealth management and the investment structures of expats are facing new, invisible barriers brought about by...
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.
Czech pension guide: What you need to do before it’s too late
A recent article about pensions, both Czech and foreign, in expats.cz includes professional advice from Chris Lean, Chief Investment Officer, Aisa International CZ.
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.
Europoor? Czech Republic vs. the USA and UK
The average Czech may earn less than the average American or Briton, but they may enjoy advantages that higher salaries alone cannot buy.
Moving to the Czech Republic: Visa Options Explained
Moving to the Czech Republic is a popular option. The visa process starts with where you are from and what you will do once you’re here.
Best Execution Tightens: Why Data is the New Standard for Investor Protection
For years, "Best Execution" was often treated by financial institutions as a compliance checkbox—a vague promise that they...
Lost in Translation: How I Ordered an Ostrich, a Pizza, and Insulted a Waiter (All in Czech)
You might assume things improve once you reach a “basic” level of Czech. You would be wrong. Spectacularly wrong.
Independent Financial Advice for Expats in the Czech Republic
“Independent” financial advice firms offer unrestricted options across the market. “Tied” advice is limited to a single firm or provider. Which do you want?
An Englishman vs Czech Grammar: A Tragedy in Seven Cases
When I moved to the Czech Republic, I expected many challenges. I did not expect Czech grammar to become my greatest enemy.
Compliance vs Optimal Financial Advice
Compliance ensures that the correct process has been followed. It does not guarantee that the advice is the best solution for the client.