The Ultimate RIA Breakaway Guide
Cut through the uncertainty and gain a clear picture of how to break away with our step-by-step guide. You’ll learn how to build a practice that aligns with your vision—without wasting valuable time.
There are several resources and experts to consult, and it's especially important to build a team around you to stay compliant. Find out who you need on your side—because missing the right people could cost you in the long run.
When you’re starting up, time feels abundant—but it won’t stay that way. Learn where to focus your energy and build a scalable business that’s ready to grow.
Construct your own portfolio or select an expert-built option from our curated model marketplace—depending on your preferences and your clients’ needs.
Marketing your RIA can feel overwhelming with endless channels and strategies to choose from. Learn how to lay the marketing foundation every firm must have to succeed.
Advisors often overestimate the challenge of bringing clients along on the road to independence. Find out how to avoid common pitfalls, anticipate tough questions, and confidently prepare for client conversations.
"Betterment's features are huge from a technology ease and intuition standpoint for the advisor: opening accounts, transferring money from other custodians, helping clients link a bank account etc. This saves us a lot of time and we can spend it with clients focusing on advice."
Matt Lohrius
Ritholtz Wealth Management
Ritholtz Wealth Management
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
“Betterment Advisor Solutions is just huge from a technology standpoint. Everything is so easy and intuitive for the client. And that saves us a lot of time.”
Matt Lohrius
Ritholtz Wealth Management
Ritholtz Wealth Management
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store