Delivering investment advisory services solely through the online channel is a game changer. But getting it right has eluded even the biggest of investment managers.
Fresh after a big funding round, Rob Foregger’s Personal Capital aims to be a dominant player in online finance. Rob’s got over 20 years experience in direct-to-consumer finance that he’s bringing to the table with the rest of Personal Capital’s A-team management.
Join Rob and me as we discuss the genesis of Personal Capital, how the online advisor intends to scale, and the future of online investing.