Remove 2013 Remove Financial Advice Remove Math
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Transcript: Luis Berruga, Global X ETFs

The Big Picture

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. billion deal. What’s it like in Spain?

Clients 157
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Blunt, unfiltered truth about Indexed Universal Life

Sara Grillo

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. If yes… Join the Transparency Advisor Movement.

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Transcript: Howard Lindzon

The Big Picture

So, but the people that came to me were people with financial apps. So in 2013, just like you said, VCs are not perfect. LINDZON: So at the time in 2013, you could look through the financial statements of Schwab and TD public statements, and they were spending $150 for a customer acquisition. They are like MOS.

Media 284