B2C, Economics and Investment Advisor - Financial Advisor Source

Transcript: Jim O’Shaughnessy on Infinite Wisdom

The Big Picture

MARCH 25, 2025

So, the reason I am an economics, I have a degree in economics. The reason for that was I had maybe six more credits, four to six more credits in economics than I had in history. And actually you might remember I started the first online investment advisor called Net Folio. 00:45:06 [Speaker Changed] Yeah, yeah.

Management

Management Numbers Investing Investments

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 think the way to think about this is we’re a business-to-business organization in terms of if you’re going to look at the revenue lines, but with B2C responsibilities, right?

Management

Management Assets Portfolio Investing

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Transcript: Jim O’Shaughnessy on Infinite Wisdom

Transcript: Dave Nadig

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