The latest entrant into the wealth management arena comes not from Wall Street but from just outside Silicon Valley, and is taking dead aim at the Internet brokerage space for higher-end investors with a slick Web-based dashboard, holistic account monitoring and a stable of financial advisors to complement the technology with a human touch.
Personal Capital had its coming out party this week at the Finovate conference in New York, taking the wraps off of a registered investor advisor (RIA) service that's been two years in the making, catering to higher-end investors, but not the ultra-wealthy.
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