B2C and Wealth Management - Financial Advisor Source

Transcript: Jim O’Shaughnessy on Infinite Wisdom

The Big Picture

MARCH 25, 2025

And I also made the mistake of making a B2C, whereas that’s supposed, that was a, a huge mistake should have gone B2B because I later learned, you know, I was a level playing field guy and like people couldn’t just buy their no loads and everything. That’s right. In 1999, 2000. I was just, you know, 23 years too early.

Management

Management Numbers Investing Investments

Transcript: Dave Nadig

The Big Picture

NOVEMBER 15, 2022

They had the vision there that, oh, no, this is where all of wealth management is going to head, and built a business which eventually through, you know, acquiring the right names and URLs became ETF.com. NADIG: Both is the real answer. We take our relationship with the financial advisor very, very seriously. RITHOLTZ: All right.

Management

Management Assets Portfolio Investing

Financial Advisor Source

Transcript: Jim O’Shaughnessy on Infinite Wisdom

Transcript: Dave Nadig

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