Betterment

The advisory landscape is shifting as robo advisors are trending out, thanks to AI as the "next big thing" in wealth management. But that doesn't mean AI will make robo advisors obsolete.

Advisors who use at least two of the services will receive discounted pricing.

The startup is making its platform easier for RIAs to use while moving further away from Wealthfront's vision of "self-driving money."

Even as Bitcoin and other digital currencies increasingly gain acceptance across Wall Street, the robo advisor is still doing its research.

The first deal under new Betterment CEO Sarah Levy will net the firm 17,000 accounts and $190 million in client assets.

The robo's fastest growing business now offers custom model portfolios in a bid to attract more wealth managers.

Without market-leading, high-yield savings accounts, cash management at Betterment and Wealthfront isn’t as attractive as it was in 2019.

Jon Stein was a pioneer of the robo advice industry, building a $25 billion firm over the past decade.

Tools from Betterment, Vestwell and FiduciaryShield make it easy for planners to become retirement plan advisors, but they need to think twice before jumping in.

The robo advisor hopes transparency on employee demographics will encourage change.