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Former Personal Capital Chairman & Founder Bill Harris Talks Entrepreneurship
2025/6/27
Bloomberg Talks
B
Bill Harris
Bill Harris: 我认为金融和媒体是被数字化技术改变最深刻的两个行业，因为它们都只是我们想象的产物，可以用头脑创造，而不需要任何资产。媒体行业的数字化浪潮来得很快，但金融服务业的数字化转型尚未普遍发生，该行业正迎来数字化转型的机遇。Evergreen Wealth 致力于为拥有 100 万到 500 万美元可投资资产的人提供财富管理服务，利用技术提供比传统财富管理公司更好、更具规模化的服务，从而提供更好的税前和税后回报。如果你有几十万到几百万美元的资金，绝对应该以税务敏感的方式管理你的投资组合。我认为区块链在某些方面很有用，但我对加密货币没有太多用处，因为我们有很多非常好的货币。区块链在国际资金转移方面大有可为，因为与需要一天甚至多天的 SWIFT 相比，使用合适的加密网络可以快速完成资金转移。如今，从一个地方到另一个地方转移资金不应该需要几天时间。Evergreen Wealth 正在做两件事：利用人工智能彻底改变金融咨询的交付方式，并将税务因素纳入投资管理中，因为重要的是你保留了多少，而不是你赚了多少。
Deep Dive
Bill Harris, a prominent figure in fintech, discusses his career journey from leading companies like Intuit, PayPal, and Personal Capital to his current role as founder and CEO of Evergreen Wealth. He shares insights on the evolution of the financial industry and his focus on providing tax-aware investment management.
- Bill Harris's career includes leadership roles at Intuit, PayPal, and Personal Capital.
- He founded Evergreen Wealth, focusing on tax-aware investment management for high-net-worth individuals.
- Harris highlights the changes in the financial industry due to digitization and the need for innovative wealth management solutions.
Shownotes Transcript