Portfolio management

What custody really costsWhen Fidelity told independent advisors with less than $100 million on its custody platform that they had until June 30, 2027 to reach that threshold or move their clients elsewhere, hundreds of firms faced a deadline they hadn’t planned for.Published Oct. 30, 2026 • 5 min read

Sarah LevyCEO, Betterment

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.Updated 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

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Custom model portfolios for advisors: FAQ3 min read

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

What’s new from Betterment Advisor Solutions, Q1 20264 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

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