Insights
Skybound Wealth: Majority of cross-border asset holders in the dark about finances
A lack of confidence has led to internationally-based professionals postponing financial decisions
Blacktower’s Westwood: When your clients move overseas their advice needs to move with them
Different tax systems, regulatory frameworks, pension rules and investment restrictions may apply
Europe’s active ETF opportunity: Choosing the right route to scale
The platform-versus-standalone decision is especially important in Europe
Why Your Clients Are Chasing the Wrong Retirement Number
Why Your Clients Are Chasing the Wrong Retirement Number
Lessons from the ‘amber flag’ fiasco
Pension transfers should be as uncomplicated as possible