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Betterment

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Jon Stein

Founder, Betterment

Jon

About Jon

Jon Stein is the 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.

Articles written by Jon

The Pursuit Of Betterment’s New CEO (And Finding Happiness Along The Way)

Jon Stein is delighted to announce the appointment of Sarah Kirshbaum Levy as his successor and new CEO of Betterment.

If We Aren’t Changing The System, We’re Perpetuating It

Betterment will not stand for the unequal treatment of Black people in our company, in our communities, or in our country.

Jon Stein: Thoughts on the Volatile Market

Much of what Betterment has worked toward the past 10 years has been purpose-built to endure all the worst and the best the market has to throw at us.

Betterment for Business: A Better 401(k) for Employers and Employees

Betterment’s 401(k) provides personalized investment advice for all plan participants. The era of expensive, impersonal, unguided retirement saving is over.

Introducing Betterment’s Cash Management Products

Betterment helped redefine investing with automated guidance built for you. Now, we’re reshaping another part of your financial life: your cash management.

How Banks Fail in Helping You Save Money

You may not realize it, but our financial lives are shaped by a great divide: banking vs. investment managers. In between lies most people’s pinnacle challenge: saving for the future.

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.

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?