In this Take 15 episode, Jon Stein, CFA, the CEO and founder of Betterment, discusses the past and future of the online adviser, and the building of financial fortitude and resilience required by an uncertain environment.
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.