Suitability

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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