B2C, Investment Advisor and Taxes - Financial Advisor Source

Transcript: Jim O’Shaughnessy on Infinite Wisdom

The Big Picture

MARCH 25, 2025

And actually you might remember I started the first online investment advisor called Net Folio. And then when we saw that the customization that the tax management, that all of that would be really appealing to not only our advisors but to our advisors clients. The, the tax side of it was a game changer.

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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