Suitability

Portfolio Thinking

The Big Squeeze

Much like the choice between TV channels, income investing was easier in the old days. Investors seeking stable and attractive income from their investments needed to look no further than bonds. These days, with yields near historic lows, many investors are looking elsewhere.

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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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