Jay Shah

We teamed up with @Kiplinger to study how market volatility is influencing retirement planning - see what we learned and visit @PersonalCapital for tools to help you prepare. personalcapital.com/blog/investing…

.@PersonalCapital's latest report reveals an alarming amount of mistrust in the US financial services industry. When it comes to wealth management, anything less than advice that meets the fiduciary standard simply isn’t acceptable. Investors deserve more! personalcapital.com/2019-financial…

Welcome to the team @portergale!

Investing can be intimidating for the new investor. Here are 15 helpful hints from the Forbes Finance Council. #287a570a36d8" target="_blank" rel="nofollow noopener">forbes.com/sites/forbesfi…

As the new year approaches, there’s no better time to reflect on lessons from a decade ago and resolve to do better. #1e6e09524d2c" target="_blank" rel="nofollow noopener">forbes.com/sites/forbesfi…

Just in time for the weekend... @craigiskowitz delivers yet another stellar summary of a jam-packed industry event, this time #InvestWest in #SF buff.ly/2UMwe3e w/ @gspitzner @ragspag @JayShah_PC @robfreedman @JudMackrill @allisonfong @leimer @psb_dc @Jeff_Marsden

Thank you for the nice write-up @ianmckennaftrc. It was great to see you again at InVest! digitalwealthinsights.com/blogs/entry/25…

Beautiful view from our rocket ship! It was an honor to kick off the day at #InVestWest. Loved the theme of convergence of east & west + the evolution of tech & advisory!

Will software eat the world? We don’t think so. We think the advisor will continue to play a role, Shah tells #InVestWest

There’s now a greater distinction between robo advisors and hybrid models. New entrants will come, others will go, says @JayShah_PC at #investwest the human advisor will be the winner, enabled by technology

.@PersonalCapital has been a hyper-growth enterprise,w/ >50% growth year over year since inception @JayShah_PC #InvestWest2018

Shah talks about their presence in Denver, Dallas and Atlanta: "We’ll see double digit growth in those markets and we’ll continue to expand our labor force in those markets." #investwest

Clearly, we’ve been purpose built to have advisory from day one. That’s always been part of the playbook, @PersonalCapital CEO Jay Shah says #investwest

.⁦@sulemandn⁩ interviewing ⁦@JayShah_PC⁩ about the trajectory & growth strategy of ⁦@PersonalCapital⁩ w/ AUM up 130% the past year #investwest2018

I'm thrilled to announce that Marina Levinson has been appointed to @PersonalCapital's board of directors! I am confident Marina will be an insightful, unique voice on our board, and help guide us into our next chapter of growth. personalcapital.com/company/news

@andrewhurstdog @PersonalCapital Thank you for bringing this to my attention, Andrew. This does not align with our values at Personal Capital. We strive to uphold our legacy of trust every day, and I'm disappointed to hear that we fell short in your experience with our team. We will be in contact.

Q: What will financial advice look like in 10 years? A: Transparent, tech-enabled and empowering but most importantly, engaging, Shah says. We need more tools to get people engaged in their finances. This is the role of the innovators and startups at #Money2020

Account aggregation is key: Only after connecting consumers’ entire financial lives can financial service providers offer genuine financial advice, according to @jayshah_PC of @personalcapital at #Money2020

The future of advice will be transparent, tech-enabled, and engaging" - @JayShah_PC CEO @PersonalCapital at #Money2020