B2C Investment Advisor Wealth Management 
The Big Picture
MARCH 25, 2025
And actually you might remember I started the first online investment advisor called Net Folio. He goes, well, our, our clients, the, the Riol Wealth Managements of the world could, could use this and it would be amazing for their business. 00:45:06 [Speaker Changed] Yeah, yeah. That’s right. In 1999, 2000.
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 mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common.
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