Articles tagged "Personal Capital"

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How Personal Capital got a stunning $1-billion AUM boost in six months -- after gathering its first $2 billion over six years

CEO BIll Harris says part of the secret is hiring human advisors to stoke referrals

September 21, 2016 — 9:12 PM UTC

Why legacy firms that buy robos in haste show no signs of urgency after they take title

Too much hustle and ambition can be as harmful as too little, according Jasen Yang's closely argued analysis

September 1, 2016 — 10:30 PM UTC

How Personal Capital plans to spend its $75 million of green to grow and become better known as the un-robo robo

Using the Denver locale as lure, the Silicon Valley RIA will bulk up on advisors, engineers and marketers

May 24, 2016 — 12:32 AM UTC

Personal Capital gets $75 million investment and an ex-Schwab retail chief in Jeff Carney

The Bill Harris-founded call-center RIA, which manages $2.4 billion in assets, hits it $500-million bogey for valuation

May 19, 2016 — 11:30 AM UTC

After her Stanford B-school classmates rip on FAs at reunion, a stung Min Zhang takes uber north to Pershing RIA event to hear out Kitces, Tibergien and Poirier on the topic

Mark Tibergien, Mike Kitces, Addepar CEO and others in San Francisco show pathway to capturing the hearts and savings of 'bankless' millennials

May 6, 2016 — 9:05 PM UTC

Betterment raises $100 million a year after a $60-million round, enabling it to step up efforts to win the HNW wallet

The conversation is moving from play money to competing with Fidelity, Merrill Lynch and Schwab as it seeks build out a full-service offering to win plan sponsors, rich individuals and RIAs

March 29, 2016 — 11:57 AM UTC

NextCapital raises $16 million as its founder goes where Financial Engines' 401(k) robo strategy didn't

Betting giant asset managers will carry the day, recovering co-founder of Personal Capital Rob Foregger seeks firms like Russell Investments, Alliance Bernstein as VC investors and as enterprise clients

December 17, 2015 — 7:17 PM UTC

Amid growth slowdown, Personal Capital lists with an investment bank but critics debate if it means 'blood in the water'

Bill Harris has done things his way until now but may hand over control to a giant for a $500 million payday

December 11, 2015 — 10:58 PM UTC

Almost lost in the robo shuffle, Personal Capital, in its 'special category,' is winning as told by an overlooked metric: revenues

Silicon Valley pioneer Bill Harris is struggling to goose the faltering free-to-premium conversion rate while keeping a weather eye on the big guys barging onto the field

September 15, 2015 — 6:11 PM UTC

At INSITE in Orlando, Pershing outs its robo-religious conversion complete with open API store, Silicon Valley and India skunkworks, Marstone robo deal and unabashed digi-speak

Mark Tibergien says Pershing has gotten BNY to chum the RIA waters with loans and anticipates a 'flood' of billion-dollar wirehouse breakaways

June 8, 2015 — 7:34 PM UTC