Aisa Group
Clients nearing retirement should ‘avoid insurance bonds’
People who are within five years of taking a pension should not be investing via non-income producing assets such as insurance bonds and wrappers or structured notes, according to OpesFidelio’s Chris Lean.
Giving portfolio bonds the personal touch
Personalised portfolio bonds (PPBs) are tailor-made for expats moving from country to country, providing them with a wide range of investments and juicy tax breaks, says Chris Lean, chartered financial planner at Aisa International.
Best Practice | 27 Oct 17
Driving advice in Europe from sales to profession
Advisers in Europe need to embrace the hurricane of legislation that is about to hit them or risk “driving their business into a cul-de-sac with no reverse gear“, writes Chris Lean, a Czech-based chartered financial planner with Aisa International.
Best Practice | 28 Sep 17
Hurricane of legislation to hit advisers
A hurricane of difficult regulation is to going hit the European financial advice industry, and for some companies and countries it is already too late, the audience of IFAs at International Adviser’s Future Advisory Forum Europe heard on Thursday.
Dublin duo join OpesFidelio advice network
European cross-border financial planning network OpesFidelio has added a Dublin branch run by Nick and Rachel Reid.