Person

Mark Goines

5 articles

Articles tagged "Mark Goines"

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

Mike Sha (center): We’re not gonna disrupt a crusty industry. Discretion is the better part of valor for start-up people.

Jul 20, 2017

Schwab CTO's speech in NYC spotlights an RIA business addicted to innovation – with no fresh fix in sight

Timothy Heier set the lower-morale tone at In|Vest 2017 of a B2B industry waiting for a Mark Zuckerberg to push it forward again -- perhaps with artificial intelligence as the final frontier

Andy Rachleff: You know what? It’s going to keep getting better. Because software is better than people

Feb 24, 2017

Andy Rachleff blasts flesh-and-blood advisors -- even planners -- as Wealthfront returns to offense in robo game after losing ground under former QB Adam Nash

The Redwood City robo's founder and CEO sneers at the traditional retirement planning process even as Wealthfront concedes it's still chasing the essential snark of automated advice: artificial intelligence

Nov 15, 2016

The odd and open courtship between the SEC and robo-advisors plays out again -- this time at an SEC-hosted webcast panel in Washington, D.C.

Mary Jo White introduced a forum with representatives from FutureAdvisor, Betterment and Personal Capital who mostly just nodded in assent at each other

Bill Harris: We don't consider the robos our competition.

May 24, 2016

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

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Mark Goines

Articles tagged "Mark Goines"

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

Schwab CTO's speech in NYC spotlights an RIA business addicted to innovation – with no fresh fix in sight

Andy Rachleff blasts flesh-and-blood advisors -- even planners -- as Wealthfront returns to offense in robo game after losing ground under former QB Adam Nash

The odd and open courtship between the SEC and robo-advisors plays out again -- this time at an SEC-hosted webcast panel in Washington, D.C.

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

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