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    • Rathbone Income Fund
      Rathbone Income Fund Carl Stick, Fund Manager Recorded: Jan 24 2017 3:00 pm UTC 32 mins
    • Please join Fund Manager Carl Stick on Tuesday 24 January at 3pm for our live webcast.

      Carl will talk about the performance of the Rathbone Income Fund in 2016, and will discuss his strategy looking ahead into 2017. With both Brexit and a Trump presidency coming to pass, how will Carl position the fund in what will be a challenging twelve months?

      Put your questions to Carl in advance, or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you are unable to join us at 3pm.

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    • Be Decisive: Carl Richards & Dan Heath on making better choices
      Be Decisive: Carl Richards & Dan Heath on making better choices Carl Richards and Dan Heath. Moderator: Robert Huebscher Recorded: May 9 2013 8:15 pm UTC 60 mins
    • Chip and Dan Heath, the bestselling authors of Switch and Made to Stick, have recently released Decisive: How to Make Better Choices in Life and Work. The authors identify the four key “villains” of poor decision making and offer their four step WRAP process for making better choices.

      1. Widen Your Options

      2. Reality-Test Your Assumptions

      3. Attain Distance Before Deciding

      4. Prepare to Be Wrong

      Carl and Dan will discuss the Heath brothers specific ideas on setting up “tripwires” to prevent us and our clients from doing dumb things with money while overcoming narrow framing and overconfidence in our financial decision making. Like a low fuel warning in a car a “tripwire” snaps us out of autopilot, grabbing our attention at exactly the right moment to reconsider a decision or to make a new one.

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    • Rathbone Income Fund
      Rathbone Income Fund Carl Stick, Fund Manager Recorded: Feb 4 2016 11:00 am UTC 32 mins
    • With the UK Equity Income sector continuing to dominate fund sales and investor discussion, join Citywire rated Fund Manager Carl Stick, on Thursday 4th February on our live webcast to discuss what next for this popular sector. Carl will examine how his risk based approach to investment continues to be an attractive proposition for clients seeking diversification with a growing income stream.

      Put your questions to Carl in advance or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you unable to join us at 11am.

      Read more >
    • Rathbone Income Fund
      Rathbone Income Fund Carl Stick, Fund Manager Recorded: Oct 6 2015 10:00 am UTC 31 mins
    • The Rathbone Income Fund continues to deliver first quartile performance over one three and five years* and holds a longstanding position of top performing manager in the IA UK Equity Income Sector over the Fund Manager's tenure (1st January 2000).

      On Tuesday 6th October Carl will examine how his risk based approach to investment continues to be an attractive proposition for clients seeking diversification with a growing income stream. Also to be discussed is the current positioning of the fund and the manager’s outlook given the recent market volatility.

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    • Video: Back to Basics with Carl Richards
      Video: Back to Basics with Carl Richards Carl Richards, Author, "The Behavior Gap: Simple ways to Stop Doing Dumb Things with Money" Recorded: Aug 3 2012 9:20 pm UTC 3 mins
    • When was the last time you spoke with your clients about their life goals? Gaining a client's trust is not as complicated as we think. It's about asking the right questions and accommodating the aspects of their lives that matter most. So stop worrying about learning the latest tricks - let's start with the basics!


      About Carl:
      Carl Richards became an accidental artist with his simple sketches that make complex financial concepts easy to understand for thousands of people every week on The New York Times Bucks blog. Richards’ art, which he refers to as Visualizing Finance, has its first showing at the Kimball Art Center, in Park City, Utah. His commissioned work is on display in businesses and educational institutions across the country. His sketches also serve as the foundation for his first book, The Behavior Gap: Simple ways to Stop Doing Dumb Things with Money (Portfolio/Penguin). Carl appears regularly on National Public Radio’s Marketplace Money, writes a column for Morningstar Advisor, and keynotes financial planning conferences and visual learning events. You can find more of his writing and sketches at BehaviorGap.com. A Certified Financial Planner, Carl serves as the director of investor education for BAM Advisor Services and lives in Park City, Utah, with his family.

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    • Video and Q&A: Back to Basics with Carl Richards
      Video and Q&A: Back to Basics with Carl Richards Carl Richards, Author, "The Behavior Gap: Simple ways to Stop Doing Dumb Things with Money" Recorded: Aug 1 2012 5:00 pm UTC 45 mins
    • When was the last time you spoke with your clients about their life goals? Gaining a client's trust is not as complicated as we think. It's about asking the right questions and accommodating the aspects of their lives that matter most. So stop worrying about learning the latest tricks - let's start with the basics!


      About Carl:
      Carl Richards became an accidental artist with his simple sketches that make complex financial concepts easy to understand for thousands of people every week on The New York Times Bucks blog. Richards’ art, which he refers to as Visualizing Finance, has its first showing at the Kimball Art Center, in Park City, Utah. His commissioned work is on display in businesses and educational institutions across the country. His sketches also serve as the foundation for his first book, The Behavior Gap: Simple ways to Stop Doing Dumb Things with Money (Portfolio/Penguin). Carl appears regularly on National Public Radio’s Marketplace Money, writes a column for Morningstar Advisor, and keynotes financial planning conferences and visual learning events. You can find more of his writing and sketches at BehaviorGap.com. A Certified Financial Planner, Carl serves as the director of investor education for BAM Advisor Services and lives in Park City, Utah, with his family.

      Read more >
    • Rathbone Income Fund
      Rathbone Income Fund Carl Stick, Fund Manager Recorded: Feb 26 2015 11:00 am UTC 33 mins
    • With the UK Equity Income sector continuing to dominate fund sales and investor discussion, join Citywire rated Fund Manager Carl Stick, on Thursday 26th February on our live webcast to discuss what next for this popular sector. Carl will examine how his risk based approach to investment continues to be an attractive proposition for clients seeking diversification with a growing income stream.

      Put your questions to Carl in advance or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you unable to join us at 11am.

      Read more >
    • Rathbone Income Fund
      Rathbone Income Fund Carl Stick, Fund Manager Recorded: Sep 18 2014 10:00 am UTC 48 mins
    • Equities have outstripped their rival sectors for 16 successive months and UK Equity Income funds continue to dominate headlines following the recent publication of fund sales by the IMA. Many are asking, where next for the sector?

      Join us in our live webcast on Thursday 18th September to hear how Citywire rated fund manager, Carl Stick and his team are shaping the strategy for the remainder of the year into 2015. Take this opportunity to hear how their risk based approach to investment continues to be an attractive proposition for clients seeking diversification with a growing income stream

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    • Rathbone Income Fund
      Rathbone Income Fund Carl Stick, Fund Manager Recorded: Oct 12 2017 10:00 am UTC 39 mins
    • Please join Fund Manager Carl Stick on Thursday 12th October at 11am for our live webcast.

      Carl will review performance over what has been a challenging summer, and will look ahead at prospects for the Fund as we approach the end of the year.

      Put your questions to Carl in advance, or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you are unable to join us at 11am.

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    • Rathbone Heritage Fund
      Rathbone Heritage Fund Carl Stick, Elizabeth Davis and David Harrison Recorded: Oct 3 2017 10:00 am UTC 28 mins
    • Please join Fund Managers, Carl Stick, Elizabeth Davis and David Harrison for an update on the Rathbone Heritage Fund.

      The team will focus on the key differentiators of their defensive global equity strategy and discuss the recent and longer-term performance of the fund. They will also discuss several investments made in the fund and how the team approach and idea generation process allows them to unearth differentiated stock ideas.

      Put your questions to the team in advance, or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you are unable to join us at 11am.

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    • Equifax Breach and Managing Your Vulnerabilities
      Equifax Breach and Managing Your Vulnerabilities Carl Wright (AttackIQ), Igor Baikalov (Securonix), Chris Petersen (LogRhythm), Sam Abadir (LockPath) Recorded: Sep 20 2017 8:00 pm UTC 62 mins
    • With 143 million personally identifiable records stolen, the recent Equifax data breach is one of the largest and most damaging cyber-attacks to date. Hackers may have accessed highly valuable information, including our social security numbers, addresses, birth dates and credit card information.

      What can we do do contain the damage as consumers, as well as organizations? How can we move on from this breach?

      Join this interactive panel discussion with cyber security experts across the spectrum to hear their thoughts on:
      - The key takeaways consumers and enterprises should act on to protect against cyber scams and attacks related to this breach
      - Managing IT risk and vulnerabilities
      - How to improve breach prevention, detection and response
      - What to expect in the future

      Speakers:
      - Igor Baikalov, Chief Scientist, Securonix
      - Chris Petersen, CTO, SVP of R&D & Co-Founder, LogRhythm
      - Sam Abadir, Director of Product Management, LockPath

      Moderator:
      - Carl Wright, CRO, AttackIQ

      Read more >