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Articles tagged "Betterment for Advisors"


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Sarah Levy: Our rebrand is more than just a name change.
September 21, 2024 at 1:38 AM

Thomas Moore: It's more strategic… we see an opportunity.

Betterment sweetens XYPN deal big-time to reflect conviction it can own [much more] micro-RIA custody in post-'Schwabitrade' landscape where competitors see chance to go upmarket

The New York City robo-advisor rolled out the red carpet to XY Planning Network RIAs including dedicated service desks, website -- and dropping of fat fee.

May 23, 2024 at 2:43 AM

Tom Moore: Adding mutual funds has long been advisors' top request.

As Betterment AUM balloons to $45 billion, Tom Moore ends DFA's exclusive mutual fund deal for RIAs and opens the floodgates; PIMCO, T.Rowe, Fidelity and Vanguard get first crack at DFA 'menu' hegemony

The New York City RIA custodian now has 850,000 end investors and admits mutual funds are a 'top request,' but big limits remain on how RIAs can manuever with mutual funds.

March 30, 2024 at 2:19 AM

Sarah Levy: I see more potential now than when I first arrived at Betterment.

Knocking down a 'wall,' Betterment will make RIA custody its 'biggest business' as Schwab/TDA merger opens door and robo-advice glut deepens

Charles Schwab undercut the New York City robo-advisor on price, but now Betterment, under new CEO Sarah Levy, can return the favor by chipping off some of Schwab's $3 trillion in RIA assets.

February 17, 2021 at 3:44 AM

Jon Stein: Personalized portfolios with specific stocks for specific clients that still track an index -- that’s clearly where things are trending

With Schwab in Motif mode, Jon Stein tells Bloomberg Betterment's ETF view is shifting, talks 'revolution,' but declines through spokesman to confirm any imminent shift to direct indexing

The New York robo's CEO pulls no punches in a Q&A about the impersonal nature of exchange traded funds, but observers say Charles Schwab & Co. may have forced his hand toward an accelerated direct indexing timetable.

July 21, 2020 at 11:16 PM

Friends for  a decade, Runik Mehrotra and Samir Vasavada have raised $18 million in VC funds, largely on the promise that they can take on -- and beat -- current B2B robos like Betterment.

Sequoia Capital bet and won big on FutureAdvisor; now it's wagering $14.5 million on Vise and its 'extreme value proposition' for RIAs

The legendary VC sold FA to BlackRock for $150 million , cooled its heels, then re-upped in Robo 2.0 wave with TD, Schwab, Riskalyze and Jon Xu playing roles

July 6, 2020 at 7:16 PM

Jon Stein: Our core original business today is throwing off the cash we're [now] investing in a lot of businesses, including banking.

Betterment paints it black in robo retail, making it a 'real company,' with JP Morgan and Bank of America on its new whiteboard hit list

The Manhattan robo-advisor is past retail break-even and ready to take on robo-banks and RIA custodians in more aggressive fashion.

August 5, 2019 at 9:54 PM

Cara Reisman: We want to meet as many needs as possible while still being easy to use.

Betterment reboots its RIA business big-time with new chief, ACATS for ETFs and the ability to fold existing holdings into robo portfolios

Cara Reisman absorbs duties of Tom Kimberley -- then gets to work making the New York robo-custodian more like classic RIA custodians

March 29, 2018 at 12:06 AM

Jon Stein: We realized we needed to productize this to overcome the notion that robo means: no humans. No matter what the situation, we can help you.

Jon Stein unleashes elite RIA referral unit as crown jewel of grand Betterment plan to sell virtual fiduciary advice

Robo's CEO names Vanguard, Fidelity and Schwab as market-share targets of his advice offensive across the full spectrum of affluence

January 31, 2017 at 10:11 PM

Bob Oros: The secret sauce is the planning dimension.

How Fidelity's robo for RIAs 'leapfrogged' rivals -- and why the landing might not stick

Fidelity weaves in eMoney wizardry to its super-bot but Geode's presence as de facto CIO stops some RIAs in their tracks

October 26, 2016 at 5:39 PM

Tom Kimberly: We heard consistent feedback about the need for greater portfolio flexibility.

Betterment makes Goldman Sachs and Vanguard partners as it shifts into higher RIA gear

With advisors demanding to get back in the driver's seat, the robo's RIA chief, Tom Kimberly goes for two big-name model portfolio strategists under the 'Betterment for Advisors' brand

September 14, 2016 at 1:29 PM

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