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.
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.
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
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.
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.