Next video:
Loading the player...

As the CEO and founder of Betterment, Jon Stein has a vision for the future of digital financial advice.

Related Articles
  1. Insights

    How the Fidiciary Rule Can Impact You

    Betterment founder and CEO, Jon Stein, explains how the Department of Labor (DOL) fiduciary rule will change the financial advice industry.
  2. Insights

    Uber Teams Up With Startup to Help Drivers IRA's

    To help their drivers start and better manage their retirement accounts, Uber has teamed up with New York-based finance startup Betterment.
  3. Personal Finance

    What to Look for When Looking for Financial Advice

    Good financial advice is timeless and timely; it never goes out of style. Here's how to identify the best type of advice from an advisor.
  4. Managing Wealth

    Michael Green on Modeling & Modern Portfolios

    As a former manager at Canyon Partners and Bain Capital, Michael Green‘s approach to valuation and the macro world is rooted in the derivatives market.
  5. Insights

    6 Overnight Millionaires

    Wealth rarely falls into our hands. But for these success stories, money seemingly came with minimal effort - and a lot of luck.
  6. Tech

    The Top Robo-Advisor Trends in 2016

    The rapid growth of the robo-advisor market seems all but assured. Here are some possible developments to look out for in 2016.
  7. Retirement

    Estate Planning Goes Digital: How to Get Started

    Digital estate planning is an important part of the estate planning process given today's tech-centric world. Here's how to create this type of plan.
  8. Small Business

    Do's & Don'ts Of Digital Marketing

    Digital marketing is not as scary or as complex as it is often made out to be, but there are certain best practices that you should follow to make it work.
  9. Retirement

    Retiree Alert: Which States Make You Retake Your Driving Test?

    Which states have the toughest rules for senior drivers? Read this – especially if you're thinking relocating to Illinois or New Hampshire.
  10. Financial Advisor

    Why Older Investors Combine Human, Digital Advice

    Older investors are increasingly combining financial guidance from online resources with advisors.
Hot Definitions
  1. Agency Theory

    A supposition that explains the relationship between principals and agents in business. Agency theory is concerned with resolving ...
  2. Treasury Bill - T-Bill

    A short-term debt obligation backed by the U.S. government with a maturity of less than one year. T-bills are sold in denominations ...
  3. Index

    A statistical measure of change in an economy or a securities market. In the case of financial markets, an index is a hypothetical ...
  4. Return on Market Value of Equity - ROME

    Return on market value of equity (ROME) is a comparative measure typically used by analysts to identify companies that generate ...
  5. Majority Shareholder

    A person or entity that owns more than 50% of a company's outstanding shares. The majority shareholder is often the founder ...
  6. Competitive Advantage

    An advantage that a firm has over its competitors, allowing it to generate greater sales or margins and/or retain more customers ...
Trading Center