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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...
“You Might Die Younger” Without the Fiduciary Rule

“You Might Die Younger” Without the Fiduciary Rule

The White House National Economic Council Director (and former number two at Goldman Sachs, whose stock price went up 5% on the day he made his announcements) Gary Cohn said this about the Fiduciary Rule in an interview with the Wall Street Journal: “We...
Money Magazine’s Deep Dive on Digital Financial Tools

Money Magazine’s Deep Dive on Digital Financial Tools

Money Magazine’s piece “Online Financial Advisor: Everything You Need to Know About Using and Choosing a Robo-Advisor” explains why online financial tools could be a key part of your financial future. Digital financial systems, such as Personal Capital, can...
SEC Announces Increased Scrutiny of Robo-Advisors

SEC Announces Increased Scrutiny of Robo-Advisors

The Securities and Exchange Commission (SEC) announced yesterday that for the first time it is adding “electronic investment advice” – i.e. advice offered through robo-advisors – to its annual list of examination priorities. At Personal Capital,...