The Wall Street Journal
Marrying Technology and Financial Advice to Serve a Variety of Investors
By Jacob Meade
His practice: Mr. Benke leads Betterment’s advice and investing team, an internal group of financial-planning experts. While the firm offers direct contact with advisers as part of its services, most clients get advice only through its technology tools. Mr. Benke’s team helps build client solutions, which go beyond investing to tackle broad questions like how much to save in one’s 401(k) and investment accounts, or how to budget for a car purchase. “With 300,000 clients, our organization is quite different from a typical advisory practice,” he says.