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Transcript: Marta Norton

The Big Picture

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So I leave the Bureau of Labor Statistics and I move into economic consulting. And this is distinct from management consulting, which I think a lot of people are pretty familiar with.

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Transcript: Tom Hancock, GMO

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. He also helped run some of their mutual funds and helped put together their first ETF, and he has really quite an astonishing track record. a year, way over both. Really fascinating guy.

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Transcript: Mike Green, Simplify Asset Management

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And so I’m gonna own this in a 401k, it’ll be a mutual funds in a taxable account. But the non funds, the direct ownership is primarily active. Now it’s over 50%.

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Transcript: Peter Mallouk, Creative Planning

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Because this isn’t like, we’re not a hedge fund, we’re not a mutual fund. They still got their website, they still got their financial consultant in the branch.

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S&P; Global (SPGI) Q1 2024 Earnings Call Transcript

The Motley Fool

If you need a copy of the release and financial schedules, or the supplemental deck, they can be downloaded at investor.spglobal.com. This was driven by higher ETF and mutual fund AUM benefiting from both market appreciation and net inflows. Revenue associated with asset-linked fees was up an impressive 16% in the first quarter.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? What percentage of the assets are in ETFs relative to mutual funds?

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Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

Sara Grillo

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. The benefits of scalability are exaggerated so that management consultants can sell you packages. For those of you who are new to my blog, my name is Sara. So please subscribe!