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Bogle on the Importance of a Fiduciary Duty for Money Managers
Jack Bogle describes his strongly held views on fiduciary duty. In his words: “If you touch another person’s money, you [should be] a fiduciary.”
Bogle on Indexing and the Future of Investing
Jack Bogle discusses why indexing works and why it was important for the financial industry. And he and Betterment CEO Jon Stein look to the future of indexing and ETFs.
Bogle on Building Vanguard and Changing an Industry
Jack Bogle describes the challenges and thrill of building Vanguard, and what kept his team centered through tumultuous change. The first in our four-part Q&A series between Jack Bogle and Betterment’s Jon Stein.
Remembering Jack: Why There Is No Betterment without Bogle
Without Jack Bogle, Betterment probably wouldn’t have ever been. He leaves a legacy of customer-centricity to live up to.
Betterment Encourages SEC to Adopt Investor-Friendly Disclosure
As the SEC considers new rules to better protect and inform investors, Betterment formally suggests ways to improve a new disclosure, Form CRS, based on actual investor research.
How Congress Governs the Federal Reserve
Author Mark Spindel, expert on the Federal Reserve offers an account of Congress’s role in steering the evolution of the Federal Reserve and challenges the myth of its independence.
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.
Betterment Hosts Roundtable on Fiduciary Rule’s Bygone Start Date
If it hadn’t been delayed, the Department of Labor’s fiduciary rule would have taken effect this week—a game-changing shift for individual investors. To mark this juncture, we hosted members of the press and investor advocates for a roundtable discussion on how to achieve better standards for retirement advice.
DOL Public Comment: Protect Investors’ Right to Honest Financial Advice
The Department of Labor’s fiduciary rule is at risk of being delayed or repealed. We recently submitted a public comment in support of the rule because we believe that all investors have the right to trustworthy financial advice. No matter what happens, we will continue to put our customers’ interests first.
How the Future of Financial Legislation Will Empower Investors
Betterment isn’t just leading the way as the first automated investment service—we’re also supporting future legislation to improve our customers’ financial lives.
Financial Changes That Will Impact You in 2016
This year, expect debt to cost more, more expensive health insurance, and a new rule that will help to ensure all investors receive unconflicted financial advice.