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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

Author Lisa Shidler December 11, 2015 at 10:58 PM
2 Comments
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Sources say that Bill Harris is testing the M&A market to appease directors.

Robo-Advisors


sludgehound

sludgehound

December 12, 2015 — 3:37 AM

Thanks, nice addition and timely in light of Third Avenue and after hours Stone Lion too with redemption concerns.
Appears the old bigger they come bigger they fall phenomenon might be at work. Be watching this one to see which way it plays out. Outcome could help indicate just how brave any deep pockets are willing to go.

Bill Winterberg

Bill Winterberg

December 13, 2015 — 3:29 PM

So, how’s that “great strength” user-acquisition funnel working out?

“@PersonalCapital I really like your self-service tools, but I’m ready to close my account because you guys call me every week! #optout”

https://twitter.com/andrewbecks/status/674254044194557952


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