RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

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

Author Guest Columnist April Rudin December 15, 2014 at 11:21 PM
2 Comments
no description available
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.

Robo-Advisors

|

Technology


Jeff Spears

Jeff Spears

December 17, 2014 — 12:58 AM

We all should emulate April’s confidence to reach out and learn about new initiatives. The Devil You Know comes to my mind and meet the new boss the same as the old boss!

Bully to you April!

Steffi C

Steffi C

December 17, 2014 — 12:12 PM

Interesting, well written. I never would have noticed the adverts. One question – how are they tracking the effectiveness? Presumably this is not cheap.


Related Moves

December 8, 2020 at 5:27 PM

Betterment whistleblowers net $2.5 million • Wealthfront's big pivot leads to profits • Altruist launches tax service • CMOs in at Ascensus, Wealthspire & Joe Duran's Rise • Savvy bags four advisors as Mariner sues it for poaching • Jim Dickson launches RIA stake buyer

Betterment is also bending to RIA needs • Wealthfront is in the black, thanks to cash • Altruist reveals where it makes its money • Rise, Wealthspire and Ascensus each add two executives • Compound hits $2 billion of AUM • CAIS slashes alts prices • BlackRock ups private debt sales to RIAs, through GeoWealth.

June 29, 2024 at 3:00 AM

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 at 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



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.