Deals & People April 23rd, 2024 Betterment to Acquire Robo-Investing Accounts from Goldman Sachs Goldman is shedding Marcus Invest accounts less than one year after exiting its personal finance management division; will keep Marcus...
Products July 11th, 2023 Vanguard, Fidelity Top Morningstar’s List of Robo-Advisers Morningstar named the two firms among their top digital investment advisers along with Schwab, Betterment and Wealthfront.
June 22nd, 2023 Investment Product and Service Launches Betterment launches tax-smart transition features; Broadridge secures patent; and more.
Products June 15th, 2023 Betterment Launches 529 Education Savings Solution Users will be able to view their education savings alongside their other investments in one dashboard.
Compliance April 18th, 2023 Betterment Pays SEC $9M for Misstatements Regarding Tax Loss Harvesting The digital advice and IRA provider agreed to pay the fines without admitting or denying wrongdoing.
Data & Research December 20th, 2022 Betterment, Vanguard Find Workers Tapped Retirement Savings in 2022 Workers are increasingly dipping into savings to cover costs that are increasing due to inflation, creating a moment for advisers...