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.
Remembering Jack: Why There Is No Betterment without Bogle
Without Jack Bogle, Betterment probably wouldn’t have ever been. He leaves a legacy of customer-centricity to live up to.
CEO Jon Stein: How You Shape Betterment’s Vision for 2019
How you use Betterment and what you tell us shapes our future. Betterment CEO Jon Stein describes what he’s hearing from customers and how those ideas are changing what we’re building in 2019.
Jon Stein on “How I Built This:” Reflecting on Our Story
Jon Stein joins NPR’s Guy Raz for an episode of “How I Built This” to look back at how Betterment started, what mistakes were made, and how they turned into learnings for the robo-advisor we are today.
8 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.