2003, Ethics and Investment Advisor - Financial Advisor Source

Transcript: Luis Berruga, Global X ETFs

The Big Picture

DECEMBER 6, 2022

Many financial advisors and clients are telling us that an investment approach that looks into the future is needed, and that’s where thematic investing comes into play. And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003? BERRUGA: This is 2003.

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Clients Investing Investments Management

Transcript: Dave Nadig

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. I mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common.

Management

Management Assets Portfolio Investing

Financial Advisor Source

Transcript: Luis Berruga, Global X ETFs

Transcript: Dave Nadig

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