Breaking down Betterment

Episode 129

Episode Notes

Bruce and Jeff are joined by Thomas Moore, director of Betterment for Advisors, to talk about all things Betterment. They leave no stone unturned as they discuss the robo-advisor's business, its strategy and Betterment's outlook on its future.

Guest Bio: 

Thomas Moore heads up the business development group for Betterment for Advisors. Prior to this, he held lead sales roles for Affiliated Managers Group, SEI and The Vanguard Group.

This episode is sponsored by LPL Financial.

As a wealth management partner, LPL Financial helps advisors, enterprises, and institutions serve their clients.

Recent episodes
  • Episode 186
  • Apr 16, 2025

Donor Trends: How Charitable Clients Use DAFs to Make an Impact

Don't miss this expert breakdown of donor giving trends and what's coming in 2025!

Donor Trends: How Charitable Clients Use DAFs to Make an Impact
  • Episode 185
  • Apr 11, 2025

Making sense of the blockbuster LPL-Commonwealth deal

Bruce is joined this week by InvestmentNews colleague James Burton to discuss the acquisition that rocked the advisor world. What does this epic coming together mean for both firms?

Making sense of the blockbuster LPL-Commonwealth deal
  • Episode 184
  • Feb 12, 2025

Tax-Smart Giving: Unlocking the Power of Charitable Planning and Non-Cash Assets

Take your advisory practice to the next level with insights on tax-smart charitable giving strategies.

Tax-Smart Giving: Unlocking the Power of Charitable Planning and Non-Cash Assets
  • Episode 183
  • Feb 07, 2025

‘Mr Alternatives’ unpacks surge into private markets

As alternative investment products flood the market, Bruce discusses the state of play with Neil Menard, president of distribution at StepStone Private Wealth, a man with deep experience in this field.

‘Mr Alternatives’ unpacks surge into private markets