News, Vision and Voice for
the Advisory Community
advertisement

Articles tagged "Personal Capital"


Rob Foregger: We believe is the lion's share of the assets will be won by the incumbents.

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

Thursday 12.17.15
Sources say that Bill Harris is testing the M&A market to appease directors.

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

Friday 12.11.15
Bill Harris says his retirement planning tool is 'the best one out there based on its balance between simplicity and sophistication.'

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

Tuesday 9.15.15
Margaret Hartigan: We are not here to disrupt advisors at all and is why we launched into the institutional space first.

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

Monday 6.8.15
Wealthfront is the robo-advisor most associated with the term -- and with the founder, Andy Rachleff, who hates it most.

What exactly are robo-advisors, why did they steal the 2014 show and what will a 2015 repeat take?
We're talking 500 people, $250 million in capital with identifiable characteristics and 5,000 nervous legacy providers

Friday 1.2.15
Kyle Ryan:  Everyone looks at headlines and says they're small and everyone was small once.

The steps Personal Capital is taking to win bigger accounts after a year of 100% growth and 95% of them small fish
This call center advisor is handing out free iPads to its wealthiest clients along with bulk pricing and concierge services that include two human advisors per family

Monday 9.29.14
Karin Risi is leading Vanguard's efforts to take on the 'robo' threat -- and the numbers are already on her side.

How Vanguard Group's robo-countering effort got to $1.3 billion of AUM so easily and why its future seems bright
Executed almost shyly, the hints-of-vanilla Malvern indexing giant is the unlikely Silicon Valley nemesis in automated services

Thursday 6.26.14
Michael Kitces: Most of the Wall Street firms will be reluctant to bypass advisors and go direct to investors.

Thoughts on 'robo-advisors' served cold, compliments of Kitces and Waymire
With the potential for channel conflict, wirehouses are the most handcuffed in thwarting automated financial 'advice'

Sunday 6.15.14
Zohar Swaine: I couldn't help but wish for the inclusion of more technologies applicable to the wealth management space and RIAs in particular.

How the RIA business made a dent at the 2014 Finovate conference in San Jose
Personal Capital and Motif presented and United Capital was there in force

Friday 5.2.14
Brooke Southall: By using 'robo' we say to snippy entrepreneurs: Take your cutesy website, your fancy VC backing, your geeks and your Harvard, Stanford or MIT degree and go back to your ivory tower.

Why I find the term 'robo-advisor' objectionable and unhelpful
In the end, all good advisors will likely be both bionic and biological and terms of art creating a false distinction are unhelpful

Tuesday 4.1.14
Rob Foregger left Personal Capital to found NextCapital, which has a rare attribute -- big managed assets.

How one 'robo-advisor' got $25 billion on its platform with a Mint.com mindset, 401(k) friendliness, a merger and 16 years of work
NextCapital has deals with Barron's, Dow Jones and Russell Investments as part of a brick-by-brick history in a put-up-your-robo-shingle world

Monday 3.31.14
Ric Edelman: We need to serve the 99% that hate us, not just rich people.

Ric Edelman is looking to add a $1-billion RIA elephant even as he unveils an online consumer strategy aimed at the chipmunks
Already Barron's No. 1 with predominantly a mass-affluent game, the radio dynamo is ready to invest private equity to add a quick $1 billion of AUM

Monday 10.29.12
Jack Waymire: Mathematicians are not chief investment officers, analysts or portfolio managers.

Online RIAs will mostly fail -- and here are 10 reasons why
Firms like Personal Capital, Covestor and Betterment are garnering both media attention and big VC bucks -- but backers severely underestimate the tie between investor and advisor

Thursday 5.24.12
Diane Russell:  It's just not been at the top of advisors' lists for running their businesses.

Why RIAs are shunning mobile apps and why Black Diamond, Orion, Fidelity and others are still placing their chips on an iPad future
Many providers are stuck at 10% mobile adoption rate, but Fidelity has hit 40% and Orion 30% with their RIA clients

Monday 3.19.12




Browse All Archives


2016


    February
    January

2015


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2014


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Mike Durbin: You get investment in your business because you prove that you're delivering a return for it. And I feel like we're doing that.
12 shares
After years of work to gain parity with Schwab RIA custody, Fidelity is ready to show fruits of its $250 million move to gain an edge

Naureen Hassan's departure from Schwab did not necessitate a replacement nor did she take anyone's place at Morgan Stanley -- unless you want to say she replaced Greg Fleming.
3 shares
What exactly to make of Morgan Stanley poaching robo-talent Naureen Hassan from Schwab on the heels of Greg Fleming's departure

 Mark Egan: Holding brokers to a fiduciary standard over the period 2008-2012 would have increased investor returns by as much as 2.73% per annum.
1 shares
Part II: Tick, tick ... How FINRA tramples on 'settled' principles of the Supreme Court, and even Adam Smith, in its sanctification of two-hatted advice

ETF.com's Dave Nadig [l.] warned that unchecked growth could exacerbate liquidity issues in the high-yield bond market.
1 shares
An advertiser's chats from the Inside ETFs event and the Vanguard-versus-the-world chess match they depict

Richard Ketchum professed support for a fiduciary standard,then, in the same speech, opposed the DOL's proposed rule-making, calling it 'problematic.'
1 shares
Tick, tick, tick ... FINRA rewrites 'culture,' 'conflicts of interest' and 'ethics' into a farcical 'best interests' code after DOL drops a bomb on its suitability ethos


Get the RIABiz Today
Email Alert »