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 advisory firms are adding technology, and new contenders like...
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 percentages can add up to hundreds of thousands of dollars —...
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 Finances Survey through ORC International, which surveyed 1,001 parents in...
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 financial and administrative leadership with his rich history in nurturing...
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 improve more financial lives through technology and people — whether...
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 an additional $40 million of growth capital in an extension of our...
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 simple concept: your financial advisor should always be required to act in...
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 speculation over the future of the rule – its implementation was delayed a few...
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 headlines for opening millions of fraudulent accounts (in the case of the...
Jay is CEO of Personal Capital. He has over 20…years of leadership experience at privately-held and public financial services and technology organizations, over half that time spent building & running consumer-direct FinTech companies like Personal Capital and E-LOAN.
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