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American Banker

Can this robo-advisor firm become the Amazon of financial services?

By Penny Crosman

At Betterment, CEO Jon Stein is using behavioral biology and machine learning to make his company’s robo-advisor perpetually more intelligent and personalized. He also shares thoughts on the often irrational behavior of investors and the new tax bill.

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This article originally published December 18th, 2017 on American Banker