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The Investor's Field Guide

The State of Automated Investing, with Jon Stein

By Patrick O’Shaugnessy

Would you be comfortable with a robo-advisor running your entire investment portfolio? That’s the hope of our guest this week, Jon Stein, founder and CEO of Betterment. Betterment manages $5 billion dollars for over 175,000 clients. Patrick and Jon explore the challenge of getting young people to invest, Betterment’s recent foray into areas like the 401(k) market, and how Betterment works with financial advisors. If you’re unsure about robo-advisors, this conversation will make you better understand what they can do for you.

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This article originally published November 1st, 2016 on The Investor's Field Guide


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