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May 22, 2018, 09:15 ET Personal Capital Reaches $7B AUM as Jay Shah Marks One Year as CEO

Leading digital wealth manager Personal Capital announced today that the company has reached $7 billion in assets under management (AUM) as it...


May 17, 2018, 12:15 ET Personal Capital Hires Allison Amadia as General Counsel

Leading digital wealth management firm Personal Capital today announced it has hired Allison Amadia as General Counsel, effective May 24. Amadia, who ...


Apr 10, 2018, 09:00 ET Personal Capital Survey Reveals Love Trumps Money, Money Creates Stress, and Browser Histories are Off Limits in Romantic Relationships

A new survey from Personal Capital explores Americans' attitudes about the intersection of love and money, as well as how the sexes think they stack...


Mar 06, 2018, 09:00 ET Personal Capital Adds Tax and Estate Planning Services for Clients

Personal Capital, a leading digital wealth manager, today announced a new suite of tax and estate planning services to support its clients. These...


Feb 06, 2018, 09:00 ET Personal Capital Adds Socially Responsible Investing to Serve Rapidly Growing Client Base

To serve the evolving needs of its rapidly growing client base, leading digital wealth manager Personal Capital today announced a new service which...


Dec 13, 2017, 08:00 ET Affluent Investors Divided on How Trump Will Affect Their Portfolios, Personal Capital and ORC Report Finds

Affluent investors are optimistic that markets will continue to climb in 2018, but are sharply divided by gender, geography and generation on how...


Oct 25, 2017, 09:00 ET The American Investor is Losing Hundreds of Thousands of Dollars to Confusing and Hidden Fees

According to Personal Capital's latest report, Hidden Beneath the Surface: What Americans are Paying in Advisory Fees, Americans can pay up to...


Sep 26, 2017, 08:00 ET Personal Capital Releases New Survey Revealing How Affluent Americans Handle Family Finances

Today, Personal Capital, the leading digital wealth management firm, released its Affluent Family Finances Survey. The findings were taken from a...


Sep 21, 2017, 08:00 ET Veteran CFO Bruce Felt Joins Personal Capital's Board of Directors

Personal Capital, the leading digital and professional advisor based wealth management firm, today announced that Bruce Felt, the Chief Financial...


Aug 30, 2017, 08:00 ET Personal Capital Reaches $5 Billion in Assets Under Management

Hybrid digital wealth management leader Personal Capital now has $5 billion in assets under management (AUM), after gaining $2 billion in AUM within...


Aug 01, 2017, 08:30 ET Personal Capital's Rapid Growth Attracts More Capital

Hybrid digital wealth management leader Personal Capital today announced that its current investors are providing an additional $40 million of growth ...


Jun 06, 2017, 08:02 ET Former Securities and Exchange Commissioner Luis A. Aguilar Joins Personal Capital's Board of Advisors

Digital wealth management firm Personal Capital today announced that former Securities and Exchange Commissioner and advocate for investors small and ...


May 24, 2017, 07:59 ET Trustworthiness of Financial Professionals in Question Following Recent Bank Scandals

With a steady stream of news about overcharges and conflicts of interests, Americans seem to be having doubts about whom they can trust with their...


Apr 24, 2017, 13:00 ET Jay Shah Promoted to CEO of Personal Capital

Personal Capital, the leading digital wealth management firm, announced its succession plan and promoted Jay Shah as the company's chief executive...


Mar 27, 2017, 09:00 ET Personal Capital Hits $4 Billion Mark

Digital wealth management firm Personal Capital announced today that its assets under management rocketed past $4 billion, from a base of $2 billion...


Mar 20, 2017, 08:30 ET Personal Capital Publishes Investment Tax Guide

Just in time for tax season, today Personal Capital published a comprehensive book on how to minimize taxes on your investments. Congress created...


Feb 21, 2017, 07:30 ET Banks' Plan Would Weaken Cybersecurity of Consumer Bank Accounts

Today, Personal Capital submitted its response to the RFI from the Consumer Financial Protection Bureau (CFPB) focused on consumer rights to access...


Feb 10, 2017, 07:48 ET The Fiduciary Rule Lives On in Texas, Only to Die in Washington, DC

Yesterday, Chief U.S. District Judge of the Northern District of Texas issued a "stinging court defeat" to the lobbying arms of the big banks – the U....


Feb 06, 2017, 09:55 ET Consumers Scream About Fiduciary Rule and Section 1033 of Dodd Frank

This weekend, Personal Capital conducted a survey of some of it's users regarding the potential repeal of the Department of Labor's Fiduciary Rule...


Feb 03, 2017, 22:07 ET Personal Capital CEO Bill Harris, Former Intuit CEO, Calls Baloney On J.P. Morgan and Intuit

Members of the administration in Washington announced today they would eliminate many parts of the Dodd Frank legislation that was put in place to...


Feb 03, 2017, 18:22 ET "You Might Die Young" Without the Fiduciary Rule

The White House National Economic Council Director Gary Cohn said this about the Fiduciary Rule in an interview with the Wall Street Journal on...


Jan 17, 2017, 07:00 ET SEC Uncovers $16 Million Client Overcharges at Morgan Stanley; Personal Capital Asks, Were They "Snafus" or "Policies"?

The Securities and Exchange Commission (SEC) said Friday that Morgan Stanley has agreed to pay a $13 million penalty for overbilling 149,000 of its...


Jan 13, 2017, 02:20 ET SEC Announces Increased Scrutiny of Robo-Advisors; Personal Capital Announces It Has Already Been Scrutinized

The Securities and Exchange Commission (SEC) announced its 2017 exam priorities, adding robo-advisors to the list, according to the headline in...


Jan 12, 2017, 08:00 ET Paul Desmarais III Joins Personal Capital's Board of Directors

Personal Capital, the leading digital wealth management firm, today announced that Paul Desmarais III, Vice President of Power Financial Corporation, ...


Dec 15, 2016, 09:00 ET Personal Capital Adds $1.5 Billion in AUM and Closes $100 Million in Financing in 2016

Personal Capital, the leading digital and professional advisor based wealth management firm, today announced that IGM Financial Inc. has completed...