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Advisor Best Practices

Featured Articles

Advisor Insights

We recently sat down with the VP & Partner at Lewer Financial Advisors to understand more about his firm, his 401(k) practice, and how he came to work with Betterment.

COVID-19’s Impact On 
Investor Sentiment

Betterment examines how the COVID-19 crisis has and will continue to impact investors: their financial security, spending habits and reactions to the market turbulence.

Using Technology when Working from Home

If your organization has implemented or is preparing to implement work from home (WFH) policies, technology can help you maintain close relationships with…

Recent Articles

Webinar Recording: Goal-Based Investing

Explore the value of using Betterment for Advisors' goal-based investing approach for your clients in this webinar.

Advisor Guide to Betterment Transfers

At Betterment for Advisors, our goal is to make transferring assets on behalf of your clients easy and automatic. Not every account is eligible to be moved using the same transfer method. We’ll break down each transfer scenario and walk you through how to get started.

Empathizing with Your Prospects to Secure the Next Meeting

A cookie-cutter approach to prospective client meetings won’t cut it. Advisors, learn to pay attention to your prospect’s mindset with these meeting tips.

How Advisors Should Choose a Digital Partner

Now more than ever, advisors rely on technology to serve their clients. Choosing the right digital partner is a challenge, but it shouldn’t be a headache. Follow our four-step evaluation process to help effectively vet your digital solutions.