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Nick McCullum helps run Passiv. Passiv is a portfolio management software used by thousands of people that connect directly to your existing brokerage account. He started Passiv with the goal of making DIY investing easier so that more people can invest on their own and build wealth.
Passiv allows you to set a target portfolio and get email notifications when your portfolio drifts from that target. Passiv then lets you rebalance with one click!
We chat about:
- The rising importance of ETFs in the investing world
- The future of wealth management
- The increasing role of technology in the investment management industry
As you can already tell we have made some changes and a few more are on the way. If you are interested in what we have planned, head over to
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면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 RealDealCrew / Jack Hoss에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
