The Big Picture

DECEMBER 6, 2022

Before you joined Global X, you were an investment banker at Jefferies, you advised on M&A and divestitures and capital raises. And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds?

Clients 152

Clients Investing Investments Management 152

Good Financial Cents

APRIL 19, 2023

The best way to start making passive income in investing in real estate. When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. Because you can invest as little as $10 into a company named Fundrise and start generating passive income asap. Now let’s get started.

Accounting 105

Accounting Investing Investments Media 105

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. You can go get some turnkey asset management program. As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself.

Management 268

Management Assets Portfolio Investing 268