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Articles tagged "Sarah Levy"


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Sarah Levy: Our plans this year are more ambitious than ever.

Betterment will add self-directed investing in 2025 as part of grander post-robo plan-- something co-founder Jon Stein admits is likely long overdue

CEO Sarah Levy also green-lit bridge-borrowing against investments as company moves beyond child-proof model to allow investor discretion -- and into more direct competiton with Schwab, Fidelity and Robinhood.

April 25, 2025 at 1:02 AM

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