OM DENNE EPISODE
How can you deliver active investment solutions at low cost to help financial planners meet the needs of their clients? Columbia Threadneedle Investments thinks it may have an answer in its Universal range of funds.
Richard Lander of Citywire sits down with Keith Balmer, Columbia Threadneedle Portfolio Manager, and Chris Bull, Chartered Financial Planner at Kellands to discuss how the Universal range may hit the spot.
The value of investments and income from them can go down as well as up and investors may get back less than the original amount invested. The views and opinions expressed by the individual contributors of this podcast do not necessarily represent those of Columbia Threadneedle Investments.
Richard Lander of Citywire sits down with Keith Balmer, Columbia Threadneedle Portfolio Manager, and Chris Bull, Chartered Financial Planner at Kellands to discuss how the Universal range may hit the spot.
The value of investments and income from them can go down as well as up and investors may get back less than the original amount invested. The views and opinions expressed by the individual contributors of this podcast do not necessarily represent those of Columbia Threadneedle Investments.
Engelsk
Det Forenede Kongerige
UDSKRIFT 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
SØK BLANT TIDLIGERE EPISODER
Søk etter gamle episoder av The Advice Show.
ANDRE EPISODE I DENNE PODKAST
Head of Evergreen talks about the pitfalls in bringing in new talent, and how perception in advice matters the most.
Citywire’s Dan Grote and Jack Gilbert discuss the movers and shakers in PE-backed advice
The head of £6.3bn London advice firm PWM talks succession, being owned by 7IM and how she cut client DFM fees down by £1m annually.
Chris Jones, Dynamic Planner's financial services director, joins this week to discuss the FCA's recent landmark reforms to the advice market, artificial intelligence and whether lower qualified advisers should be permitted to deliver advice.
Platform One CEO Alex Cowan-Sanluis talks to Citywire’s Advice Show about the regulatory challenges of implementing AI and what advisers should be operating their own platforms.
Ansvarsfraskrivelse: Podkasten og kunstværket, det finnes indlejret på denne siden, er fra Citywire, som tilhører dens eier og ikke er tilknyttet eller godkjent av Listen Notes, Inc.
REDIG
Takk fordi du hjelper med å holde podkast-databasen oppdatert.
