The Big Picture
FEBRUARY 6, 2024
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. The Quality fund mutual fund that GMO runs that symbol G-Q-E-T-X, it’s just crushed it over the past decade. And so just structurally the ETF is such a better vehicle.
Diamond Consultants
SEPTEMBER 20, 2022
Does the current book map over in terms of investments (SMA, UMA, mutual funds, alternatives, ETFs, etc.)? If not, will there be tax implications for your clients associated with making a move? This is a critical step, and it’s not just about portability and mappability; it’s also about fee structure.
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The Motley Fool
MAY 1, 2024
I think we might see an erosion of the fee structure that's traditionally associated with wealth management assets under management between now and this 2050 year that you mentioned. Ricky Mulvey: Let's pick your mind. Any interesting takeaways from these big banks we've had Goldman , we've had JPMorgan , let's add Schwab.
The Motley Fool
JULY 22, 2023
I mean, much like our tax code, the healthcare system is just really difficult to understand and you just said it right there all stipulations and in conditions and it's different for everyone and for some folks that can be fairly easy to navigate and for others that can be extremely difficult. But it also seems that Amazon is pretty good.
The Motley Fool
MARCH 20, 2024
In wealth management, we generate low take rate but high margin fee income from a large and growing pool of aggregated customer assets by offering customers high-quality products and superb convenience. The products are primarily low risk money market funds and, to a lesser extent, fixed-income mutual funds.
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