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April Rudin taxis in to Betterment HQ to see how the robo-advisor will fare

Jon Stein's astounding goal is $1 trillion of assets and our marketing expert went in search of a marketing plan, or notion commensurate with the challenge

Monday, December 15, 2014 – 11:21 PM by Guest Columnist April Rudin
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April Rudin: I couldn't help but wonder about the promotional logic that led an online firm to consider using such an offline idea as outdoor advertising.

Related Moves

Jon Stein ousts himself as Betterment CEO and taps Sarah Levy, who joins an exclusive club of top women executives, with a mission -- an IPO

The co-founder of the New York robo-advisor headhunted the ex-Viacom brass through Harvard professors on the down low to ostensibly scale operations.

December 8, 2020 – 5:27 PM

Second Betterment exec departs as new CEO Sarah Levy orients to her first month on the job and is confronted by personnel matters

Chief operating officer Dustin Lucien is the latest to leave the New York City robo-advisor, one of at least eight positions open as it prepares a push across multiple business lines to ignite growth.

January 19, 2021 – 6:32 PM


Mentioned in this article:

Betterment, LLC
Financial Planning Software
Top Executive: Jon Stein

The Rudin Group
Marketing & Public Relations
Top Executive: April Rudin




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