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 […]
Unified Managed Households: The Holy Grail of Wealth Management?
This is a summary from a session from the MMI Tech & Ops 2012 Conference held in Jersey City, NJ last December. The subject of this panel was the Unified Managed Household (UMH) and the challenges and issues around planning, implementation and support. Moderator: Gary Jones, Vice President for Industry Operations, MMI. Panelists: Alex Morris, […]