Robo-Adviser Evolves with a Human Touch

By Javier Simon

Betterment, an online investment adviser and recordkeeper, announced that it is moving beyond its single digital product to offer multi-plan advice that includes access to CFP professionals and licensed financial experts. These individuals will monitor clients’ accounts, answer questions, and provide advice.

The firm’s three plans are now Betterment Digital, Betterment Plus and Betterment Premium.

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This article originally published January 31st, 2017 on PLANADVISER.