Bridge over ocean
25 June 2020 Multimedia

A Robo-Adviser's Take on Financial Education

  1. Jon Stein, CFA

Jon Stein, CFA, CEO and founder of Betterment, provides an insider’s look into the past and potential future of the largest online adviser. In the context of the COVID-19 reality, he shares how Betterment is responding to investors’ desire for greater information and education to help them deal with the current level of uncertainty, the firm’s outlook on building financial fortitude and resilience, and how investment firms can help their clients develop both.

We’re using cookies, but you can turn them off in Privacy Settings.  Otherwise, you are agreeing to our use of cookies.  Accepting cookies does not mean that we are collecting personal data. Learn more in our Privacy Policy.