Understanding prior-year profit sharing
Navigate the intricacies of retirement, including pro-rata requirements, risks of top-heavy plans, and last-day allocation conditions. These insights help your clients succeed in prior-year profit sharing.
What to watch next
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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.