Bill Harris Takes a Dive at MMI During His Personal Capital Promotional Tour

Bill Harris was running late.  The CEO of Personal Capital had agreed to be part of the advisor technology panel at the Money Management Institute’s 2014 Fall Solutions Conference.  It was already past 12:30pm, when the panel was scheduled to begin and Bill had not yet arrived.  He had gotten stuck in traffic on his […]

Going Mobile: Review of AssetMark’s New iPad App

Mobile technology has revolutionized wealth management in ways that were unimaginable 5-10 years ago. Smaller and smaller form factors that pack more and more processing power have provided us with almost unlimited flexibility and new ways to sell to and service clients. According to a recent report called Mobile in Wealth Management from Capco, Apple’s […]