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Betterment sweetens XYPN deal big-time to reflect conviction it can own [much more] micro-RIA custody in post-'Schwabitrade' landscape where competitors see chance to go upmarket

The New York City robo-advisor rolled out the red carpet to XY Planning Network RIAs including dedicated service desks, website -- and dropping of fat fee.

Author Oisin Breen May 23, 2024 at 2:43 AM
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Thomas Moore: It's more strategic… we see an opportunity.
Brooke Southall and Keith Girard contributed to the editing of this article.

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Technology



Related Moves

January 19, 2021 at 6:32 PM

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 at 5:27 PM


Mentioned in this article:

Betterment, LLC
Financial Planning Software
Top Executive: Jon Stein



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