Today’s investor has more options than ever when it comes to financial advice — apps, advisors, brokers, robos, blogs … the list goes on. And in an era where traditional brokerage and…
Humans, Technology and Better Financial Lives
Beneath the Surface: What You Might Be Losing to Hidden Fees
Paying your financial advisor an annual fee of two to three percent seems harmless. However, that seemingly small difference could crush your portfolio. Compounded over a lifetime, those…
New Survey: How Affluent Americans Handle Family Finances
Today we’re excited to share with you the results from our most recent survey breaking down how affluent American families handle their finances. We commissioned the Affluent Family…
Veteran CFO Bruce Felt Joins Personal Capital’s Board of Directors
Today we’re excited to announce the addition of Bruce Felt, Chief Financial Officer of Domo, to Personal Capital’s Board of Directors as the chair of our Audit Committee. Bruce brings…
Another Milestone for Personal Capital
Today we’re thrilled to announce that we now have $5 billion in assets under management (AUM) for our valued clients. We’ve never been in a better position to fulfill our mission to…
Personal Capital’s Rapid Growth Attracts More Capital
After a period of tremendous growth at Personal Capital over the last year, we’re excited to announce today that our current investors and Series E investors IGM Financial have provided…
Going Beyond the Fiduciary Rule to Protect Investors: Ask the Right Questions
The Department of Labor’s Fiduciary Rule went into effect – at least partially – on Friday. Like many things in Washington, the Fiduciary Rule is a complicated name for a very…
Video: Personal Capital and the Fiduciary Standard
It’s big day for those who have kept their eyes on the Department of Labor’s Fiduciary Rule (which, to be honest, is the entire financial industry). After much back-and-forth…
Report: Americans Struggle to Trust Financial Service Providers
When it comes to financial services providers, many Americans don’t necessarily associate them with trust. Recently, we’ve witnessed Big Banks like Wells Fargo and CitiBank making…
