Articles tagged "Betterment for Advisors"
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Betterment changes its RIA custody brand to 'Advisor Solutions' -- a sign that digital innocence and niche marketing are now passé -- but its RIA clients are applauding
RIAs prefer if CEO Sarah Levy goes fuller service even if it means introducing a few analog necessities anti-thetical to startup dreams
September 21, 2024 at 1:38 AM
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
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
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
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
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
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
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 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
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
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
