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.