About the Author: Jon Stein
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.
All articles by Jon
-
Inside Betterment 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. Read More
-
Inside Betterment Introducing Our New Look
On our seventh anniversary, Betterment is improving how we communicate with our customers by introducing a new look. Before Betterment, many people faced a serial problem when it came to … Read More
-
Goals and Advice 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. Read More
-
Inside Betterment 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? Read More
-
Inside Betterment 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. Read More
-
Product News 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. Read More
-
Better Off Podcast 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. Read More
-
Inside Betterment 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. Read More
-
Retirement How the Future of Financial Legislation Will Empower Investors
Betterment isn’t just leading the way as the first automated investment service—we’re also supporting future legislation to improve our customers’ financial lives. Read More
-
Goals and Advice You Gotta Fight for Your Right…to Your Data
Banks can prevent third-party financial apps from syncing with your banking data. They say they do this to protect you, but it’s likely a strategy to stamp out competitors. Read More
-
401(k)s and IRAs Are You Overwhelmed With 401(k) Paperwork? The RETIRE Act Can Help
Currently, you must opt-in to receive 401(k) statements electronically, instead of via snail mail. A proposed law could change that, making e-statements the norm and saving the industry millions in the process. Read More
-
Inside Betterment Uber and Betterment Drive Together Toward Better Financial Management
Uber, the world’s largest ride-sharing service, has chosen Betterment to help people who drive using the Uber platform invest for retirement. Read More
-
Our Story The History of Betterment: How We Started a Company That Changed an Industry
We launched in 2010. Today, with billions under management and hundreds of thousands of happy customers, Betterment is the largest independent robo-advisor. Read More
-
Our Story Meet Your Personalized Investment Manager
Our service is more than just intelligent portfolio recommendations—it’s about making life better, and making peace of mind accessible to anyone in five minutes or less. Read More
-
401(k)s and IRAs A New Day for Investors: The Fiduciary Rule Is Here
The fiduciary rule will help to ensure that financial institutions act in investors’ best interests when providing retirement advice. Read More
- Load More Articles