Priding itself on being a technology company first, Betterment has learned it needs a deeper human touch to sustain its advisor platform. RIAs are often impressed by the slick interface of Betterment for Advisors, its contemporary user experience and the way it helps speed onboarding and back office tasks. But, the young firm can’t scale on technology alone.
To read the full article in FinancialPlanning, click: To Woo Advisors, Betterment Takes to Hybrid Approach.
