Advisors can now offer 401(k)s with Betterment, but some are skeptical

Arizent.com While some planners are excited for the opportunity, others don't trust turning workplace retirement over to a robo.

Unsubscribe View in browser FINANCIAL PLANNING 1. Advisors can now offer 401(k)s with Betterment, but some are skeptical By Ryan W. Neal 4 min read While some planners are excited for the opportunity, others don't trust turning workplace retirement over to a robo. Read More → FINANCIAL PLANNING 2. What Betterment’s diversity data says about the firm, and the industry By Ryan W. Neal 4 min read The robo advisor hopes transparency on employee demographics will encourage change. Read More → FINANCIAL PLANNING 3. Day-trading millennials boost Merrill Edge self-directed investing volume 180% 1 min read Of the 330,000 new accounts opened this year, about a third were for clients 35 or younger. Read More → HOT MIC Bringing incumbents up to speed in a digital age Q: To what extent will wealth management shed the reputation of having clunky technology? A: “I think we’re in the throes of it. Have we realized the full vision yet? I don’t believe so. If I’m here talking to you in five years, I’d like to think we’ll have solved that," says Capco partner Bryant Fuller. Get the whole conversation → Raising Capital Robinhood now valued at $11.2B with new fund backing 2 min read The seven-year-old firm revealed daily average revenue trades of 4.31 million for the month, greater than any of its publicly traded rivals. Read More →

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