Hi [[ session.user.profile.firstName ]]
Sort by:
    • 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.

      Read more >
    • 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.

      Read more >
    • 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.

      Read more >
    • 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

      Read more >
    • Rathbone Income Fund
      Rathbone Income Fund Carl Stick, Fund Manager Recorded: Jan 30 2014 11:00 am UTC 34 mins
    • With one of the longest serving investment teams available within the UK Equity Income Sector, the Rathbone Income Fund continues to deliver market leading risk adjusted returns.

      Join us in our live webcast on Thursday 30th January at 11.00am to hear how Citywire rated fund manager, Carl Stick and his team are approaching 2014 and how their risk based approach to investment continues to be an attractive proposition for clients seeking diversification with a growing income stream.

      Put your thoughts and 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 Heritage Fund
      Rathbone Heritage Fund Carl Stick, Elizabeth Davis and David Harrison Upcoming: Mar 1 2017 11:00 am UTC 45 mins
    • The Rathbone Heritage Fund - Outlook and approach with Carl Stick, Elizabeth Davis and David Harrison

      Fund Managers, Carl Stick, Elizabeth Davis and David Harrison will give an introduction to the Rathbone Heritage Fund, highlighting the key differentiators and the investment process. They will also provide a detailed update on the fund in the current market environment, highlighting the performance, and where we are today.

      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.

      Read more >
    • Rathbone Income Fund
      Rathbone Income Fund Carl Stick, Fund Manager Recorded: Sep 10 2013 10:00 am UTC 46 mins
    • Finding value and income in a volatile world

      The Rathbone Income Fund has become one of the leading funds in the sector. Importantly, the current management team has experienced bull and bear markets. Their risk-based value-oriented investment process has been most relevant as markets have become even less predictable.

      This process is fundamental to long-term investment. Join Carl Stick as he explains how the Rathbone Income Fund has achieved such an enviable record since 2000, and what it really means to adopt risk as a central foundation of an investment process.

      Read more >
    • Rathbone Income Fund
      Rathbone Income Fund Carl Stick, Fund Manager Recorded: Oct 18 2016 10:00 am UTC 39 mins
    • Please join Citywire rated Fund Manager Carl Stick on Tuesday 18 October, at 11am for our live webcast.

      Carl will discuss performance of the Rathbone Income fund in the past quarter and year to date, and comment about the outlook for the remainder of the year and beyond. He will also make some brief remarks about the team dynamic, and how the process continues to evolve to deal with the challenges that lie ahead.

      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.

      Read more >
    • Turning Digital Performance into Competitive Advantage
      Turning Digital Performance into Competitive Advantage Trey Kistler, Director, IT eCommerce of Lowe’s and Carl Briscol, VP of eCommerce Technology, Home Depot Recorded: Nov 9 2016 7:00 pm UTC 43 mins
    • Time is money! In today’s hyper-digital world, digital performance means business performance. If your customer’s digital experience is lacking, your revenue will suffer. Customers are – rightly – expecting every touchpoint with the companies they do business with to work every time, at top speed. If you drop the ball – even for a few seconds – you’ll lose business, and worse, you’ll lose customers.

      Digital Performance Management (DPM) technologies and services exist to help companies identify critical weaknesses and performance bottlenecks across their digital assets. By providing clear insights and guidance, Digital Performance Management tools make it possible to get ahead of potential performance challenges before they’re discovered – the hard way – by your customers.

      Join Jason Bloomberg, president of Intellyx, Trey Kistler, Director, IT eCommerce of Lowe’s and Carl Briscol, VP of eCommerce Technology, Home Depot and Scott D. Lowe from ActualTech Media.

      Read more >