Advisers just want platforms to work

Loading player...
Quilter’s platform boss reflects on what is driving Quilter’s flows and what they want to see from their providers.
16 Dec 2024 English South Africa Business · Investing

Other recent episodes

How Columbia Threadneedle Investments delivers active investing at low cost

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…
22 Jan 27 min

Platforms need to work with advisers

In this episode of The Advice Show, Jenny Davidson, head of platform proposition at Quilter, talks to Citywire about transfers, technology and service.
3 Jan 23 min

The Advice Show, with Mike Ambery

Mike Ambery joins this week's Advice Show to discuss the fallout from a hectic few weeks that saw Rachel Reeves deliver her first Budget and her maiden Mansion House address. We discuss the government's pension plans, mandation on investment, whether the messaging has been off since they arrived in power…
21 Nov 2024 30 min