B2C, Investment Advisor and Numbers - Financial Advisor Source

Transcript: Jim O’Shaughnessy on Infinite Wisdom

The Big Picture

MARCH 25, 2025

And, and I kind of raised my hand and said, dad, uncle John, don’t you think it might be a better idea to look at it by the numbers? Jim O’Shaughnessy : So I think the most surprising thing was a number of people at various firms that I was investigating working for before starting my own. The numbers are pretty bad.

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 Investments

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Transcript: Jim O’Shaughnessy on Infinite Wisdom

Transcript: Dave Nadig

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