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Financial Advisor Magazine

Betterment Adds CFPs To Retail Platform, Creates Referral Network

By Christopher Robbins

One of the country’s largest robo-advisors is adding a human touch to its service offerings.

New York-based Betterment announced on Tuesday a reorganization of its retail digital advice offerings into three tiers of service, two of which will involve advice provided by a team of CFP certification holders.

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This article originally published January 31st, 2017 on Financial Advisor Magazine


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