Luis A. Aguilar Joins Personal Capital’s Board of Advisors

Luis A. Aguilar Joins Personal Capital’s Board of Advisors

Today we’re excited to announce the addition of former commissioner of the Securities and Exchange Commission and advocate for investors small and large Luis A. Aguilar to Personal Capital’s Board of Advisors. We’re thrilled to add Luis to our board of...
Passing the Torch

Passing the Torch

I’m very pleased to tell you that Jay Shah has been promoted to CEO of our company. It’s a great move for our firm and will yield solid benefits for our customers. First, let me tell you about Jay. He was most recently our chief operating officer, where he...
“You Might Die Younger” Without the Fiduciary Rule

“You Might Die Younger” Without the Fiduciary Rule

The White House National Economic Council Director (and former number two at Goldman Sachs, whose stock price went up 5% on the day he made his announcements) Gary Cohn said this about the Fiduciary Rule in an interview with the Wall Street Journal: “We...
SEC Announces Increased Scrutiny of Robo-Advisors

SEC Announces Increased Scrutiny of Robo-Advisors

The Securities and Exchange Commission (SEC) announced yesterday that for the first time it is adding “electronic investment advice” – i.e. advice offered through robo-advisors – to its annual list of examination priorities. At Personal Capital,...
Personal Capital Welcomes Paul Desmarais III to Board of Directors

Personal Capital Welcomes Paul Desmarais III to Board of Directors

We’re kicking off the new year with some exciting news. Today we welcome Paul Desmarais of Power Financial Corporation to Personal Capital’s Board of Directors. Paul is intimately familiar with Personal Capital as he helped lead Power Financial’s $75 million...


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