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RIABiz

Jon Stein unleashes elite RIA referral unit as crown jewel of grand Betterment plan to sell virtual fiduciary advice

By Lisa Shidler

Betterment is rolling out a bold blueprint for the national distribution of financial advice — with independent RIAs inked in as managers of high-net-worth accounts.

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This article originally published January 31st, 2017 on RIABiz.