Financial Advisors

Portfolio Thinking

How much do you pay for your free lunch?

Diversification benefit is often described as the only free lunch in investing. But not if fees eat half of it right in front of your eyes!

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Portfolio Thinking

Income with a ‘suitability hat’

When looking for income, we know that you face some real challenges in today’s market environment. But balancing the need for income with long-term suitability can result in a thorny dilemma - is it possible to achieve both?

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Portfolio Thinking

Time to stop comparing apples with oranges

IA Mixed Investment peer groups provide an broadly understood metric for comparing multi-asset funds, however, do advisers realise that they're putting client suitability at risk?

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