B2C Investment Advisor Taxes 
The Big Picture
MARCH 25, 2025
And actually you might remember I started the first online investment advisor called Net Folio. 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.
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. I think the way to think about this is we’re a business-to-business organization in terms of if you’re going to look at the revenue lines, but with B2C responsibilities, right?
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