Jon Stein’s Betterment Develops “Robo-Adviser”

By Vered Weiss

Betterment, a digital investment management firm, announced an automated “rob-adviser” for advisory firms. The service allows clients to simplify time consuming tasks such as rebalancing portfolios and tax-loss harvesting, as reported by Investment News. One of Betterment’s clients using the new service is Fidelity Institutional Wealth Services, among 25 others, said Betterment CEO Jon Stein.

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This article originally published October 15th, 2014 on Jewish Business News.