The Big Picture

DECEMBER 6, 2022

But in thematic investing, and for the most part of the intellectual property that goes into developing the index, we do internally with our own research and product development team. I mean, when I was in Chicago, one of my best experiences in Chicago was when Spain won the World Cup in 2010. It’s really a blast.

Clients 152

Clients Investing Investments Management 152

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Salaske: Right, now. You don’t know that right now, what they’re doing basically… We don’t know what their process is.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

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. NADIG: — through all the acquisitions they were doing. Really trying to focus on that. Now, it would be tokenized asset management. He was a biotech analyst when I was running money.

Management 268

Management Assets Portfolio Investing 268