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%...
60% of sales in July and August
From the horse's mouth
Spike during first lockdown