Real life examples from here in the Czech Republic show how working through properly qualified, regulated firms may assist you to obtain the best deals, that are often better than DIY investing costs.
USA Expats
Investing Safely as an Expat in Czechia
To invest safely, start with making the right choice of financial advisers. Your future wealth depends on it.
2024 Investment Update – Quarter 2
Stay updated on the latest investment trends and performance. Discover the factors affecting current investments.
Opes Fidelio Conference 2024
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.
2024 Investment Update – Quarter 1
Stay updated on the latest investment trends and performance. Discover the factors affecting current investments.
Investing Top Tips: Who’s Really Advising You?
Among the malpractices that expats should be particularly aware of, is investment advice provided by unlicensed advisers.
Unnecessary Hidden Fund Fees?
Why are financial advisers not telling you how to avoid unnecessary hidden fund fees? The outcome of your investments depends on it!
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.