But what seems to differentiate Personal Capital from other financial advisory firms is its underlying technology.
Personal Capital is different because it is a financial services company, not a software company, Harris says.
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Americans may want to take a lesson from big banks by increasing their own personal capital buffers.
Harris claims that MyVest software allows Personal Capital to efficiently create Unified Managed Household Accounts for clients.
It was an exciting year for Personal Capital Advisors. 2012 marked our first full calendar year managing money for clients.
Then again, at least a few of us here at Personal Capital will be adding ourselves to the list this weekend.
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He is an investor and board member of BillFloat and Personal Capital.
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Other companies include BillFloat (online lending), Martini Media (online advertising), Personal Capital (online financial management) and Retail Solutions (data analysis for grocery retailers).
The company was clearly in some tough decisions and my personal capital, life insurance policy and everything I could cash in had be exhausted.
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New financial adviser start-up Personal Capital, founded by former Intuit CEO Bill Harris, is launching Tuesday to take on financial start-ups and large financial adviser firms.
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Personal Capital is focused on attracting new clients and increasing the number of its financial advisers from 10 to 30 by the end of the year.
Personal Capital's planners can't perform all of the functions of full-service planners, like estate planning, and the company's plan to combine technology with human service could make the process less personal.
He sees Personal Capital providing a transparent, high-quality, mass-customized service for these investors and moving past the paternal, craftsman-like approach of a full-service brokerage or the assembly-line mentality of mutual funds.
Personal Capital gives you a digital snapshot of your finances for free (sound familiar?) and charges 0.95% or less annually for one of its financial advisers to manage your money with a souped-up indexing strategy.
The downside: If one of the firm's staff financial advisers were to leave, says Chief Executive Bill Harris, a customer might have to choose between working with someone new at Personal Capital or jumping to a new firm.
Personal Capital delivers a high tech and high touch wealth management service via powerful financial aggregation and self-service analysis tools, but also provides live financial advisors for clients who want help in constructing and maintaining a diversified and balanced portfolio.
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Of course, Fix The Debt while rejecting the idea of returning the tax rates for the upper 2 percent of Americans to the progressive rates of the Clinton era, thereby severely impacting on their personal capital gains and dividend income does appear prepared to support a proposal that would limit deductions as a way to raise revenue.
In addition, successful FinTech companies from the early days of the internet such as Intuit and PayPal have graduated experienced leaders who have gone on to start or play pivotal roles in the next generation of FinTech startups such as Square, Xoom, Kiva, Bill.com, PayCycle, OutRight, Billfloat, and Personal Capital.
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There are hints that he's run out of personal liquid capital, or at least choosing not to employ it anymore.
Reducing the returns to growing a business through higher tax rates on personal income, capital gains, and dividends will discourage job creation.
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It tends to be controlled by people who have too much of their own personal credibility and capital invested in the old model.
In this case, is the personal guarantee considered capital at risk?
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From the beginning of his presidency, Reagan pushed for, and eventually got, huge reductions in the marginal tax rates on personal income and capital gains.
The lower rates on personal income, capital gains and dividends, as well as some incentives for business to invest, quickly put the sluggish U.S. economy back on a growth trajectory.
Most importantly, clear expectations from day one and continuous and precise course correction delivers a better overall client experience because surprises are minimized and parties burn less personal and reputational capital arguing over billability of tasks and line items.
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As a private good, human capital increases personal income, household wealth, family stability, and healthiness.
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The Obama administration is looking to tax profits from carried interests as personal earnings instead of capital gain.
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Crown Prince Abdullah invested both personal prestige and diplomatic capital to win Arab backing for his peace initiative.
The last group often has sizeable chunks of their assets tied up in businesses, real estate, venture capital and personal residences.
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