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Jon Stein

Displaying 4 results

Topic

Senate tax bill is a hike on retail investors

The FIFO mandate favors investment companies, not real people, and should be removed.

Topic

Senate tax bill is a hike on retail investors

The FIFO mandate favors investment companies, not clients, and should be removed.

Topic

How advisers can improve client outcomes by embracing data

Betterment's Jon Stein offers 4 ways to bring a more data-driven approach to serving your clients

Topic

4 ways automation technology is changing the way RIAs invest

Betterment founder and CEO Jon Stein says automation helps investors achieve better outcomes by taking irrational emotions out of the picture, improving returns and saving time.