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Betterment informs RIA clients of new $2,400 license fee then cancels it, for now, after advisor blowback

During an intense 48-hour period and 'dozens' of conversations with RIA principals, Tom Kimberly capitulated to advisors who say the fee outstrips the features

Author Brooke Southall April 29, 2016 at 8:48 PM
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Tom Kimberly: It was my decision.

Robo-Advisors



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Mentioned in this article:

Kitces.com
Consulting Firm
Top Executive: Michael Kitces

Betterment, LLC
Financial Planning Software
Top Executive: Jon Stein

Upside
TAMP
Top Executive: Tom Kimberly

AdvisorEngine
Financial Planning Software
Top Executive: Rich Cancro



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