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Financial Industry

Let's talk about the financial industry. What needs to change? Who will change it? We're pushing the limits to make the financial industry more consumer-friendly.

Betterment Encourages SEC to Adopt Investor-Friendly Disclosure

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.

Conflicts of Interest Can Be Buried Deep In Your Investing Choices

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

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.

Recent Articles

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The Department of Labor’s fiduciary rule is at risk of being delayed or repealed.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.

A New Day for Investors: The Fiduciary Rule Is Here

The fiduciary rule will help to ensure that financial institutions act in investors’ best interests when providing retirement advice.

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.

“I Work in a Hedge Fund and I Support OWS”

The future of Wall Street is an important issue to us at Betterment. We talk about it a lot. We see a future for Wall Street – after all, we’re invested in investing – but it needs significant change to be a productive Wall Street.

OWS: Where the Rubber Meets the Road

The following article by Jon Stein appeared in the Huffington Post on October 28 2011. Read the original. Confession: I used to work for a big-not-so-popular-bank. These days, I need to be careful who I admit that to. But, I'm not ashamed of it. In fact, it was my experience at big banks that motivated me to create meaningful financial services products.

How to Fix Investing Inequality

There is plenty of economic activity in the U.S., and plenty of wealth. But like greedy children, the folks at the top are seizing virtually…

CEO Jon Stein talks about fiduciary duty of brokers

Our friends over at Free From Broke posted an article this morning written by our CEO, Jon Stein. In the article, Jon argues…

Disruption Revisited

An article in Crain's today addresses disruption (The Endless Disruption Eruption) and Betterment CEO Jon Stein is quoted:

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