Frontrunners: The 2017 IA 25
With help from our readers, we bring you the 15th annual IA 25 list of top regulators, advocates and educators, tech leaders and advisor partners.
If imitation is the sincerest form of flattery, the increasingly crowded field of robo-advisors should make Jon Stein and company pretty confident.
“We’ve always known that if we were successful, we would have lots of competition,” Betterment’s CEO and co-founder said. “We’re transforming the old way of investing into a new way that’s more customer-aligned.”