Get to know Betterment Advisor Solutions
HUB welcomes Betterment Advisor Solutions as a new recordkeeping partner. Get an exclusive look at how our modern platform can help you streamline operations and scale your retirement business.
Recorded: March 12, 2025
What to watch next
Webinar: Introducing a better solo 401(k)
Solo 401(k)s can be a game-changer for advisors and self-employed clients. Tune in to our webinar to see how Betterment’s solo 401(k) can help you maximize clients’ tax-advantaged retirement savings and elevate your advisory services.
Plan smarter, scale faster with Betterment for Advisors
In our latest webinar with XYPN, learn how XYPN member, Ryan Frailich, CFP®, built his firm from the ground up using Betterment for Advisors as his custodian. Discover how he uses our powerful tools and XYPN’s tech stack to scale as a solo practitioner.
How will AI impact financial advice?
Explore the future of financial advising with experts from Betterment for Advisors. See how AI and personal advice intersect, learn strategies to keep a human touch, and adapt your value proposition.
How to simplify your tech stack and help accelerate growth
With competing demands on your time, it’s critical to make sure that your tech stack is propelling your business forward. Betterment for Advisors discusses how integrated custodial technology can help you save time and scale better.