Feb 23, 2018 | Personal Capital News
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...
Oct 25, 2017 | Guides, Investing & Markets
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 — potentially...
Sep 26, 2017 | Guides, Investing & Markets, Market Commentary
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 the United...
Sep 21, 2017 | Personal Capital News
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...
Aug 30, 2017 | Personal Capital News
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 it’s our...
Aug 1, 2017 | Personal Capital News
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 Series E round...
Jun 12, 2017 | Investing & Markets
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 your best...
Jun 9, 2017 | Guides, Personal Capital News
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 months from...
May 24, 2017 | Guides, Personal Capital News
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 former) and...
