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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...
Another Milestone for Personal Capital

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 improve more financial lives through technology and people — whether...
Personal Capital’s Rapid Growth Attracts More Capital

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 an additional $40 million of growth capital in an extension of our...
Introducing Custom Categories

Introducing Custom Categories

Fido’s treats and toys. Jacquie’s college tuition. Mike’s hockey equipment and travel. Florida vacation house remodel. Freelance work. Sometimes life gets more specific than “miscellaneous.” You asked, we answered. Introducing our newest feature: Custom...
Video: Personal Capital and the Fiduciary Standard

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 speculation over the future of the rule – its implementation was delayed a few...
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...
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...
WannaCry Security Statement

WannaCry Security Statement

Last week, a global cyberattack impacted hundreds of thousands of computer systems around the world. Cybercriminals have deployed a malicious form of software known as ransomware, which typically locks up people’s data under threat of destruction unless a...
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...