Advisor stories

Advisor Spotlight: Eric Rodriguez, WealthBuildersFor this Advisor Spotlight, we welcome Eric Rodriguez, CFP® and the Founder of WealthBuilders, LLC to chat about taking a more life-centered approach to financial planning.Updated Feb. 26, 2026 • 4 min read

Alison ConsidineBusiness Development Manager, Betterment

Switching custodians: Why Sound Financial transitioned their book to Betterment Advisor SolutionsA conversation with Cory Shepherd, ChFC®, CFP®, President and PartnerUpdated Jan. 26, 2026 • 10 min read

Betterment Editors

From $0 to $40MM AUM: Jason Hamilton on Improving Client Service with TechnologyWe sat down with Jason Hamilton to learn about his personal journey to becoming a financial advisor and launching his own practice—and how Betterment's technology has helped him build a $40 million firm.Updated Jan. 23, 2026 • 8 min read

Betterment Editors

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Showing 5 of 5 posts

Advisor Spotlight: Katelyn Bombardiere, Commas6 min read

Helping Millennials Match Their Money with Their Values6 min read

Betterment Advisor Solutions Case Study Q&A: How Truepoint lowered the cost of serving more clients12 min read

Simplifying practice operations and designing a better client experience with the right custodian8 min read

Betterment Advisor Solutions Case Study Q&A: How Ritholtz reaches a new client segment6 min read