Blog: What's good for the goose…

What’s good for the goose…

clock

Advisers who hold investment companies in their own portfolios, but don't recommend them to their clients should think again, writes Ian Sayers.

Imagine you went into your favourite restaurant. You went there first as a business client, but now you have to pay for it yourself. It seems a bit pricey but you think you get what you pay for. You turn up early and catch the chef finishing off the most fabulous looking dessert before prepping for lunch. After your main course, you ask for whatever the chef was having. ‘I'm sorry' comes the reply, ‘but the chef doesn't think his customers would really appreciate it, and to be honest it takes him a bit more time to make it'. I don't suppose you would be all that impressed. And yet I h...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Advisers 'can't ignore ESG anymore': Aegon's Beacham

Advisers 'can't ignore ESG anymore': Aegon's Beacham

‘Encouraging ESG investing no longer a difficult task for advisers’

Sahar Nazir
clock 05 March 2025 • 1 min read
Partner Insight: Delivering a smoother era of retirement for clients

Partner Insight: Delivering a smoother era of retirement for clients

Sharing first-hand insights, Hannay Wealth chartered financial planner Vanessa Barnes explains how advisers can make the most of smoothed funds

Sarka Halas
clock 04 March 2025 • 2 min read
Partner Insight: Navigating the Retirement Risk Zone

Partner Insight: Navigating the Retirement Risk Zone

Smoothed returns can play a crucial role in the approach to retirement, says Samantha Pardoe, senior investment development manager at Standard Life.

Sarka Halas
clock 03 March 2025 • 3 min read