Brendan McCurdy: Six takeaways from the Professional Adviser 2020 Multi-Asset Roadshow

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"Make sure you understand everything your portfolio manager does to account for and control risk in your clients' portfolio" - Brendan McCurdy
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"Make sure you understand everything your portfolio manager does to account for and control risk in your clients' portfolio" - Brendan McCurdy

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...

As we mingled with attendees between sessions of this year's roadshow, many of our conversations veered toward multi-asset income funds, which is no surprise. Funds in the category tend to yield 4%-6%...

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