Portfolio management

Smarter portfolio construction with Unified Managed AccountsBuild more personalized, multi-sleeve portfolios with Unified Managed Accounts, combining models from our model marketplace and your firm's custom models in one portfolio.Published Oct. 6, 2026 • 3 min read

Dana KarlsonSr. Manager Copy & Content

Target Income built with BlackRock: New name, new strategyBlackRock is updating its Target Income strategy. Here's what's changing, what's staying the same, and how we'll manage your transition.Updated Jun. 1, 2026 • 3 min read

Mindy Yu, CIMA®Director of Investing, Betterment

What’s new from Betterment Advisor Solutions, Q1 2026Explore the latest updates designed to help you grow client relationships, streamline billing, and deliver more value at scale.Updated Apr. 1, 2026 • 4 min read

Dana KarlsonSr. Manager Copy & Content

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Custom model portfolios for advisors: FAQ3 min read

How portfolio rebalancing works to manage risk for your clients8 min read

RIA guide: How to explain tax loss harvesting to clients6 min read

How Betterment’s expanded model marketplace helps advisors scale3 min read

2026 portfolio updates: What financial advisors need to know3 min read

What’s new from Betterment Advisor Solutions, Q4 20254 min read

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