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Online Clients Can Purchase Access to Financial Advisers

Betterment is making its team of human financial advisers more accessible to smaller accounts.

Betterment clients can purchase one-time access to “human” financial advisers.

For a flat fee, users can receive guidance on major life events from a “human” financial advisor

Reported by Ryan W. Neal, Investment News, September 12, 2018



Broker Dealer Change, a Financial Advisers Recruitment Firm shares a recent report from Investment News. Ryan Neal reports that “Betterment is making its team of human financial advisers more accessible to smaller accounts. The digital advice platform now offers “advice packages” to investors looking for one-time guidance for a flat fee. Any investor can purchase a package — which includes an actionable financial plan, educational content and a call with an adviser — effectively opening up Betterment’s certified financial planners to clients who either don’t meet the investment minimum for Betterment Premium, or don’t want to pay the additional fee. The packages are themed around common events in an investor’s financial life: getting started, financial checkup, college planning, marriage planning and retirement planning. Price varies per package, with the New York Times reporting the “getting started” package costs $149 while retirement planning will run $399. A Betterment spokesperson told InvestmentNews those prices aren’t set in stone yet, and Betterment senior financial planner Nick Holeman said the company will consider launching more packages in the future based on customer demand.”  Read More>>>

Posted in: Independent Broker Dealer News

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