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Financial Advisors

Even the most knowledgeable investors can use a financial advisor. But identifying and choosing between financial advisors can be challenging. Read on to learn what good financial advice looks like.

Affected by the Shutdown? We’re Here to Help.

Affected by the Shutdown? We’re Here to Help.

As government employees continue to persevere through uncertainty, Betterment hopes to provide financial clarity for customers.

6 Questions to Ask a Financial Advisor Before Signing Up

6 Questions to Ask a Financial Advisor Before Signing Up

At the end of the day, an advisor should feel like an advisor—they're there to help answer your questions about your finances. Get these questions answered.

Betterment Advisor Network: Getting Matched With a Dedicated Advisor

Betterment Advisor Network: Getting Matched With a Dedicated Advisor

Through our network of vetted independent Certified Financial Planner™ professionals, you can leverage Betterment's tax‑efficient smart technology, while also working alongside a dedicated financial advisor.

Recent Articles

What Is a Tax Advisor? Attributes to Look For

Since Betterment isn't a tax advisor, we often suggest that customers see a tax advisor regarding certain issues or decisions. Who exactly is a tax advisor and how should you think about picking one?

The Fiduciary Rule Should Be Fully Implemented

Major provisions of the DOL’s fiduciary rule are going into effect this month, but the provisions that enforce the rule are under attack. It’s up to all of us to make sure the fiduciary rule stays a rule, not a loose guideline.

Why Comparing Returns Is a Bad Way to Choose an Investment Manager

Short-term or recent returns give little information about future returns, and they increase the odds you’ll make a bad decision.

All Investors Deserve Unconflicted Advice

Betterment supports the Department of Labor’s proposal to extend the fiduciary standard to anyone offering advisory services for retirement accounts. We believe that only unconflicted service is worthy of being called ‘advice.’

How to Use Data as a Financial Advisor and Improve Outcomes

We have embraced data, helping us to make decisions that drive product development and produce meaningful results.

Compare Investment Managers: A Quick Guide

Betterment offers you more features and benefits for your money than other services. Take a look.

The Single Most Important Question To Ask a Financial Advisor

Steve Lockshin, one of the top-ranked financial advisors in the U.S. talks to Betterment about finding an advisor: what to ask, red flags to look for—and why online advisors offer an advantage.

7 Habits Of Highly Effective Online Financial Advisors

Online financial advisors, like Betterment, use sophisticated software to invest in a low-cost diversified portfolio, with personalized advice.

The Difference Between Vanguard and Betterment

I’ve been asked a lot in the last few months in the transition from my old role at Vanguard to my new role as Chief Growth Officer at Betterment – what’s the difference between the two companies?

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