Every financial planning decision is an opportunity to help your clients prepare for retirement. These toolkits are designed to help them assess their options and make choices that support their goals — choices that could result in growing the amount of assets you manage.
Help your clients review annual changes — marriage, birth of a child or grandchild, divorce, remarriage or death of a spouse — to ensure their retirement and investment assets avoid probate and pass to the heirs of choice.
Offer business owners tips to write an effective policy statement (IPS) — something increasingly recognized as a tool to demonstrate they're following a prudent process when selecting, monitoring and replacing investments in their workplace retirement plans.
Use of products, materials and services available through Columbia Threadneedle Investments may be subject to approval by your home office.
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With respect to mutual funds, ETFs and Tri-Continental Corporation, investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. To learn more about this and other important information about each fund, download a free prospectus. The prospectus should be read carefully before investing.
Investors should consider the investment objectives, risks, charges, and expenses of Columbia Seligman Premium Technology Growth Fund carefully before investing. To obtain the Fund's most recent periodic reports and other regulatory filings, contact your financial advisor or download reports here. These reports and other filings can also be found on the Securities and Exchange Commission's EDGAR Database. You should read these reports and other filings carefully before investing.
Columbia Funds and Columbia Acorn Funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA. Columbia Funds are managed by Columbia Management Investment Advisers, LLC and Columbia Acorn Funds are managed by Columbia Wanger Asset Management, LLC, a subsidiary of Columbia Management Investment Advisers, LLC. Columbia ETFs are managed by Columbia Management Investment Advisers, LLC and distributed by ALPS Distributors, Inc., member FINRA, an unaffiliated entity.
Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.