As soon as the baby-boomers began to rely upon invested assets to meet their expenditure, writes Chris Jones, the investment sector had to look at things differently - and from their perspective
Income is a topical word right now. Within the industry it means what the asset pays out in dividends, interest or rent. Yet, for the end-consumer, their perspective is more what money they need to meet...
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After recently presenting to more than 200 advisers across five locations around the country on PA's Multi-Asset Roadshow, Brendan McCurdy takes offers up six takeaways for advisers from the two week journey...
'Advisers are the GPs of investing'
CFP Nathan Bater speaks to PA
It's The Pro Adviser Podcast
Morningstar sees 'building investor interest' in ESG space in January data
Don't rule anything out
Cautious, Moderately Aggressive and Aggressive portfolios