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5 Reasons Personal Capital is Not a Robo-Advisor (Video)

5 Reasons Personal Capital is Not a Robo-Advisor (Video)

  Personal Capital is often referred to as a “Robo-Advisor” in the media. However, that is just not the case! Today’s investor has more options than ever when it comes to financial advice — apps, advisors, brokers, robos, blogs … the list goes...
Humans, Technology and Better Financial Lives

Humans, Technology and Better Financial Lives

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...
Personal Capital: A Year in Review

Personal Capital: A Year in Review

Take a look at all we’ve achieved this past year. Looking forward to another great year creating better financial lives through technology and...
How Personal Capital Is Revolutionizing Asset Allocation

How Personal Capital Is Revolutionizing Asset Allocation

Personal Capital uses technology that combines real-time financial account aggregation, investor profile data, and a Monte Carlo projection engine to identify optimal asset allocation. Our innovation raises the bar for the financial advisory industry. Two...
Introducing the Education Planner

Introducing the Education Planner

Sometimes life goes as planned, and sometimes it throws us curveballs. Whether expected or unexpected, certain events have a large effect on our financial lives. So, this week, we’ve added a new feature to Personal Capital’s Web Dashboard to prepare you for...
Report: Americans Struggle to Trust Financial Service Providers

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 headlines for opening millions of fraudulent accounts (in the case of the...