Betterment Adds Charitable Giving Feature in Time for Year-End Tax Moves
Betterment Charitable Giving will launch Nov. 28 and is available for all its retail investors and advisors using its advisory platform.
Schwab Ruled the Robo Roost in Q3
A model portfolio invested with Schwab's consumer-focused robo-advisor outperformed comparable portfolios on other platforms, according to a benchmarking report.
Betterment Adds Smart Beta and Targeted Income Strategies
The additions are meant to address the investment needs of the firm's increasingly diverse client base.
What Workers Want, and Aren’t Getting, From Their 401(k) Plans
A new survey from Betterment for Business finds that many plan participants want a lot more service than their plans provide.
Regulation and Robos
Betterment CEO Jon Stein sees robo-advice as remedying an “industry problem — the old way of managing money is broken.”
Betterment Streamlines Offerings; Cuts Fees and Minimums on Premium Accounts
Betterment has eliminated its Betterment Plus offering and moved those clients into its Premium accounts.
Betterment Users Can Now Contact CFPs via App
The in-app messaging tool will allow users to ask questions securely of Betterment financial experts at any time.
Meet the Human Behind the Robo
Betterment’s Garrett Oakley left a lucrative RIA path for the automated investment advisory.
Robo-Advisor Betterment Gets $800M Valuation, $70M in New Funding
Boost comes despite more competition from JPMorgan and others; assets under management more than doubled since last round.
Betterment Launches SRI Portfolio Strategy; Wealthfront Planning One
Both robo-advisors say the strategies are a direct response to growing demand from clients.