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Next Wave Of Financial Advisors

By Heather Bell, Lara Crigger, Cinthia Murphy, Sumit Roy and Drew Voros

Sophia Bera: Financial Advice for the Next Gen

Gen Y Planning isn’t your typical advisory firm. But maybe it’s about to be.

For starters, founder Sophia Bera works almost exclusively with millennial investors between the ages of 25-35. Only a handful of her 43 clients are over 40.

Dan Egan: It Pays to Be First

Betterment Institutional, one of the first robo advisors to strike it big, now has 200 RIAs signed on to its online advisory platform. Average account sizes top $100,000.

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This article originally published December 1st, 2015 on


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