Limited time offer: Sign up today and get up to 1 year managed free. See details

Charitable Giving: A better way to give, coming November 28. Learn more

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.

Read the Original Article

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