Remove B2C Remove Taxes Remove Wealth Management
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Transcript: Jim O’Shaughnessy on Infinite Wisdom

The Big Picture

And I also made the mistake of making a B2C, whereas that’s supposed, that was a, a huge mistake should have gone B2B because I later learned, you know, I was a level playing field guy and like people couldn’t just buy their no loads and everything. The, the tax side of it was a game changer. That’s right.

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Transcript: Dave Nadig

The Big Picture

They had the vision there that, oh, no, this is where all of wealth management is going to head, and built a business which eventually through, you know, acquiring the right names and URLs became ETF.com. But for tax purposes, if you sell out, you can take care of your own stuff. NADIG: Both is the real answer. RITHOLTZ: Right.