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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.

What Is a Tax Advisor? Attributes to Look For

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?

Investors Lose Out When Advisors Use Soft Dollars

Investors Lose Out When Advisors Use Soft Dollars

Often called “the investment industry’s answer to frequent-flyer miles,” soft dollar transactions allow managers to get luxury services, while investors foot the bill.

Questions You’re Asking Our Financial Advisors

Questions You’re Asking Our Financial Advisors

Since the launch of Betterment’s messaging feature, which connects customers to our licensed financial professional, we’ve seen dozens of amazing questions come in.

Recent Articles

Licensed Financial Experts—at Your Fingertips

Betterment customers now have access to licensed financial experts directly from our mobile app. Get your questions answered and receive personalized financial advice.

Conflicts of Interest Can Be Buried Deep In Your Investing Choices

Re-examining how and where your money is invested can reveal misalignments between your interests—and an intermediary’s profits.

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.

The Future of Financial Advice

The comfort of pensions once provided by blue-chip companies may be replaced by the promise of smarter technology.

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.

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.

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