Betterment in the news

Betterment is creating a referral program to help RIAs using its platform acquire clients, with development underway but no launch date yet.

Betterment's survey shows independent advisors increasingly use AI to meet younger clients' digital preferences while balancing AI risks and business growth.

Betterment is expanding its solo 401(k) retirement plan offering to retail clients, targeting solo business owners and their spouses.

Betterment is acquiring Rowboat Advisors to enhance its investment tools and portfolio management capabilities for RIAs, aiming to better support financial advisors.

Betterment acquired Rowboat Advisors to boost its platform with advanced portfolio management and tax-efficient investing tools for RIAs.

Betterment is acquiring Rowboat Advisors to enhance its custody platform for RIAs by integrating new portfolio management tools.

Betterment acquired Rowboat Advisors to enhance its direct indexing and tax-optimized investing tools for registered investment advisors, integrating the platform by 2025.

Betterment, Wealthfront, and Vanguard differ in fees, services, and investor focus, with Betterment and Wealthfront as robo-advisors and Vanguard offering hybrid digital and human advisory options.

Betterment and SoFi Invest are robo-advisors with similar ETF-based automated investing, but Betterment emphasizes tax optimization and charges management fees, while SoFi offers more flexibility, commission-free trading, and lower fees.

Betterment Advisor Solutions launched a series featuring candid advisor conversations to share insights and inspire holistic financial planning.

Ellevest is transferring its robo-advice accounts to Betterment to focus on wealth management, while Betterment expands its digital investing client base.

Betterment Advisor Solutions introduced a fully digital solo 401(k) to simplify retirement planning for independent advisors and self-employed clients.

Betterment acquires Ellevest's automated investing business to grow its customer base and assets under management.

Betterment is acquiring most of Ellevest's robo-advisor clients and assets, offering lower fees and expanded services, while Ellevest shifts focus to high-net-worth clients.

Betterment's Cash Reserve Account offers high-yield savings with flexible transactions and integrates with its checking account for automatic savings and overdraft protection, but the company has regulatory and customer service issues.