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 readBetterment Editors
Helping Millennials Match Their Money with Their ValuesA conversation between Sophia Bera Daigle and the Betterment Advisor Solutions team about building a goals-driven practice for millennial clients.Updated Aug. 20, 2025 • 6 min readBetterment Editors
Simplifying practice operations and designing a better client experience with the right custodianFor this advisor spotlight, we chat with Jason Park about building a delightful client experience and using technology to create more meaningful, human connections.Updated Oct. 6, 2023 • 8 min readBetterment Editors
Betterment Advisor Solutions Case Study Q&A: How Truepoint lowered the cost of serving more clients12 min read