CEO & Founder, Betterment
Jon Stein is the CEO and founder of Betterment. Passionate about making life better, and with his experience from his career of advising banks and brokers on risk and products, he founded Betterment in 2008. Jon is a graduate of Harvard University and Columbia Business School, and he holds Series 7, 24, 63, and is a CFA charterholder. His interests lie at the intersection of behavior, psychology, and economics. What excites him most about his work is making everyday activities and products more efficient, accessible, and easy to use.
9 Ways We Advanced Betterment’s Advice in 2017
Here are a few members of the Betterment team to talk about why they're excited about the products you've been part of this year.
The Senate Is Planning a Tax Hike on Retail Investors. It Should Be Removed.
The Senate’s current tax bill includes a mandate that would be punitive for everyday investors. Without a doubt, the FIFO mandate should be removed from consideration.
The Fiduciary Rule Should Be Fully Implemented
Major provisions of the DOL’s fiduciary rule are going into effect this month, but the provisions that enforce the rule are under attack. It’s up to all of us to make sure the fiduciary rule stays a rule, not a loose guideline.
Introducing Our New Look
On our seventh anniversary, Betterment is improving how we communicate with our customers by introducing a new look.
Bogle and Buffett’s Advice Is Good—But You Can Do Better
Based on our research, we expect a globally diversified portfolio, with tax optimization, to outperform the S&P 500 over the long term.
The Fiduciary Rule Is on Life Support – We Must Act Now
Whether or not the fiduciary rule survives could directly impact you. Because if it dies, and your money manager is no longer required by law to act in your best interest...are they going to anyway?
What We’ve Heard From Our Customers About Our New Pricing Plans
Your comments to us were thoughtful, heartfelt, and moving; they reaffirmed your high expectations of Betterment as a brand and partner to you.
The Best of Both Worlds: Smart Technology + Financial Experts
We’re confident we’ve long had the best way to invest for those in the know. Now, our financial experts are going to play an even bigger role in our story, giving our customers the best of both worlds.
Introducing Betterment’s “Better Off” Podcast with Jill Schlesinger
Today, we’re announcing the launch of “Better Off,” a podcast hosted by Jill Schlesinger, CFP®, that tackles controversial money issues—without the jargon.
Before We Move Forward, Let’s Look Back: Our 2016 Year in Review
In the spirit of constantly learning—something we at Betterment can’t live without—we’ve put together a 2016 retrospective for our customers.