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Jay Shah

6 articles

Articles tagged "Jay Shah"

Jay Shah: We have an incredible opportunity to deliver... financial planning experiences.

Jul 11, 2023

Edelman Financial Engines new CEO will face challenges after AUM plummets $50 billion (since start of 2022) and DOL throws wrench in its business model, complicating efforts to convert robo-advised 401(k) assets to an 'Edelman' RIA

CEO Jay Shah must chart a new course after the 2018 merger of the radio superstar RIA and the 401(k) robo-advisor fails to yield invisioned growth.

Porter Gale: We just have to be smarter and more creative.

Dec 11, 2019

Personal Capital keeps hiring move-the-needle executives, but the growth rate -- enviable to many -- is still pretty flat, if an IPO is in its future

The Redwood City, Calif. virtual RIA hired its third ‘growth executive’ to stoke demand

Porter Gale was the marketing guru that took Virgin America from challenger to up-market darling, but can she repeat the trick at Personal Capital?

Mar 22, 2019

With IPO clock at 10-years and ticking, Personal Capital makes two big, out-of-character moves to go upmarket and downmarket

With $9 billion in assets, the Redwood City-based national RIA hired the ex-Virgin America CMO Porter Gale to make one brand investors associates with both the freebie tools and the full-priced financial advice its advisors provide mostly from call centers

Jay Shah: One of the first things I did as CEO was introduce a tiered service model … Our average initial client investment has grown 37% since last year, and our average client has more than $400k in a personalized portfolio.

Jul 6, 2018

Taking the helm from famous founder, Jay Shah gets Personal Capital out of Vanguard's shadow with new shape, new deals and a 70% leap in assets

Still $93 billion-plus in arrears to Vanguard's $100 billion RIA, the new virtual-RIA CEO is making strides in the kinds of startup details that a venture capitalist can love

Bill Harris: We are constantly showing what your cash flow is, you have to be good at saving.

Jul 31, 2017

Power Player: Bill Harris raises yet another $40 million on strength of winning big accounts willing to pay a grown-up price

Personal Capital has a leg-up in the mass production of classic RIA-to-high-net-worth services using technology, people and process, even if the brand elicits shrugs

Jay Shah

Articles tagged "Jay Shah"

Edelman Financial Engines new CEO will face challenges after AUM plummets $50 billion (since start of 2022) and DOL throws wrench in its business model, complicating efforts to convert robo-advised 401(k) assets to an 'Edelman' RIA

Personal Capital keeps hiring move-the-needle executives, but the growth rate -- enviable to many -- is still pretty flat, if an IPO is in its future

With IPO clock at 10-years and ticking, Personal Capital makes two big, out-of-character moves to go upmarket and downmarket

Taking the helm from famous founder, Jay Shah gets Personal Capital out of Vanguard's shadow with new shape, new deals and a 70% leap in assets

Power Player: Bill Harris raises yet another $40 million on strength of winning big accounts willing to pay a grown-up price

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