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.