$10 Billion Robo-Adviser Betterment Flourishes as Chief Learns to Let Go

By Michael Wursthorn

Mr. Stein wants to do to financial services using technology and automation what companies such as Amazon.com Inc. have done to brick-and-mortar retailers. His mission is to make investment advice and financial services broadly accessible, while also lowering the cost and removing the compensation conflicts investors sometimes grapple with when working with a financial adviser.

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This article originally published September 1st, 2017 on The Wall Street Journal.