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.
In support of the DOL proposal to extend the fiduciary standard, we submitted an official comment this week. We support the DOL’s proposal because we believe it will accelerate this shift toward an unambiguous public good.
Today, we’re announcing Betterment for Business, the only turnkey 401(k) service that includes personalized investment advice for all plan participants. The era of expensive, impersonal, unguided retirement saving is over.
Betterment supports the Department of Labor’s proposal to extend the fiduciary standard to anyone offering advisory services for retirement accounts. We believe that only unconflicted service is worthy of being called ‘advice.’ Read More