The Big Picture

DECEMBER 6, 2022

And I think that the financial advisors are used, but not as widely used as they are in the U.S. And definitely, their retail market participation is significantly lower than you can see in the U.S. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? We have financial advisors.

Clients 152

Clients Investing Investments Management 152

Good Financial Cents

APRIL 19, 2023

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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. What I spend most of my time doing is helping advisor to understand the thousands of crazy ideas the asset management comes up with every year. But there’s demand from advisors.

Management 268

Management Assets Portfolio Investing 268