• The Advice Show

  • Auteur(s): Citywire
  • Podcast

The Advice Show

Auteur(s): Citywire
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  • Résumé

  • Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
    Citywire
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Finances personnelles Économie
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Épisodes
  • How Columbia Threadneedle Investments delivers active investing at low cost

    How Columbia Threadneedle Investments delivers active investing at low cost
    Jan 22 2025
    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.
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    28 min
  • Platforms need to work with advisers

    Platforms need to work with advisers
    Jan 3 2025
    In this episode of The Advice Show, Jenny Davidson, head of platform proposition at Quilter, talks to Citywire about transfers, technology and service.
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    23 min
  • Advisers just want platforms to work

    Advisers just want platforms to work
    Dec 16 2024
    Quilter’s platform boss reflects on what is driving Quilter’s flows and what they want to see from their providers.
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    23 min

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