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

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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...

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% and are incredibly attractive for clients in retirement. In Europe and the UK the multi-asset income category accounts for $201bn in assets. Since January 2017 the category has seen more than $55bn in net inflows across Europe, according to Broadridge. Because of the interest in the adviser community at this time, we thought we'd share 6 things we focus on when evaluating multi-asset funds:...

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