B4A Advisors Blog

Betterment for Advisors Case Study Q&A: How Truepoint lowered the cost of serving more clients

Tue, 22 Nov 2022 22:57:00 GMT

Founded in 1990, Truepoint Wealth Counsel is an independent and nationally-recognized RIA based in Cincinnati, managing over $4BN in AUM and voted among the 2020 Top Workplaces by the Cincinnati Enquirer.

Betterment for Advisors Case Study Q&A: How Ritholtz reaches a new client segment

Dan Egan | VP of Behavioral Finance & Investing, Betterment — Wed, 16 Nov 2022 21:45:36 GMT

Matt Lohrius oversees the Liftoff platform at Ritholtz Wealth Management, which began leveraging Betterment’s platform more recently. Ritholtz is located in New York City and manages more than $2.7 billion in assets.

Q&A with Paul Sydlansky of Lake Road Advisors

Alison Considine | Business Development Manager, Betterment — Wed, 16 Nov 2022 20:53:59 GMT

A conversation about going independent and scaling your business using the Betterment for Advisors platform.

Advisor Spotlight: Katelyn Bombardiere, Commas

Ritu Malhotra | Business Development Manager, Betterment for Advisors — Wed, 16 Nov 2022 14:22:52 GMT

For this Advisor Spotlight, we welcome Katelyn Bombardiere, CFP®, a Financial Planner at Commas, to chat about her passion for helping the everyday investor.

Advisor Spotlight: Eric Rodriguez, WealthBuilders

Alison Considine | Business Development Manager, Betterment — Wed, 16 Nov 2022 14:19:40 GMT

For this Advisor Spotlight, we welcome Eric Rodriguez, CFP® and the Founder of WealthBuilders, LLC to chat about taking a more life-centered approach to financial planning.

Introducing the RIA Tech Suite

Thu, 13 Oct 2022 04:00:00 GMT

The RIA Tech Suite brings together complementary technology platforms to help automate critical back-office tasks for advisors.

More Billing Flexibility For Advisors

Thu, 29 Sep 2022 04:00:00 GMT

As part of our mission to make it easy for advisors to manage their practices, we offer a variety of billing plans to provide advisors more flexibility for charging clients.

6 Questions to Consider As You Evaluate Advisor Technology Platforms

Betterment Editors — Tue, 27 Sep 2022 14:07:00 GMT

Use these six questions to help zero in on the best investment management technology for your needs—today and tomorrow.

Betterment answers your tax season questions—from 401(k)s to HSAs

Alison Considine | Business Development Manager, Betterment — Tue, 27 Sep 2022 04:00:00 GMT

A timely Q&A about tax management on the Betterment platform.

FAQ: Agreement Automation Process

Ritu Malhotra | Business Development Manager, Betterment for Advisors — Tue, 27 Sep 2022 04:00:00 GMT

The Betterment for Advisors Client Agreement Automation function will make onboarding your new clients fast, easy, and completely paperless.