Transcript: Jim O’Shaughnessy on Infinite Wisdom
The Big Picture
MARCH 25, 2025
But with me, it’s always more like I’m fascinated by the thought or the message that’s being communicated. And then when we saw that the customization that the tax management, that all of that would be really appealing to not only our advisors but to our advisors clients. The, the tax side of it was a game changer.
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