Financial Advocacy

We're pushing forward how consumers receive financial advice. That means advocacy in Washington and beyond. Read our commentary on financial regulation and other topics that shape your life.

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.

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.

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.’

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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.

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The Department of Labor’s fiduciary rule is at risk of being delayed or repealed.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

The Fiduciary Rule Is on Life Support – We Must Act Now

Whether or not the fiduciary rule survives could directly impact you. Because if it dies, and your money manager is no longer required by law to act in your best interest...are they going to anyway?

The Fiduciary Rule: An Interview with Jon Stein

The fiduciary rule is wrongfully under fire. Betterment Founder and CEO Jon Stein joins "Better Off" this week to discuss why this rule is so important for retirement savers.

Fiduciary Standard Under Fire: Views from Megan Leonhardt and Jack Otter

This week on "Better Off," host Jill Schlesinger speaks with MONEY's Megan Leonhardt and Barrons' Jack Otter to try and help make sense of the DOL's fiduciary rule.

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.

Are You Overwhelmed With 401(k) Paperwork? The RETIRE Act Can Help

Currently, you must opt-in to receive 401(k) statements electronically, instead of via snail mail. A proposed law could change that, making e-statements the norm and saving the industry millions in the process.

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.

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