2010 Ethics Investment Advisor Portfolio Management 
The Big Picture
DECEMBER 6, 2022
But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. 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.
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.
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