B2C, Investment Advisor and Wealth Management

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. He goes, well, our, our clients, the, the Riol Wealth Managements of the world could, could use this and it would be amazing for their business. 00:45:06 [Speaker Changed] Yeah, yeah. That’s right. In 1999, 2000.

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 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: Jim O’Shaughnessy on Infinite Wisdom

Transcript: Dave Nadig

Webinars

Stay Connected