Betterment CEO offers insight into “thoughtful” custodian segmentation

Sarah Levy, CEO of Betterment, sits down with InvestmentNews anchor Gregg Greenberg to discuss “thoughtful" custodian segmentation and how giving advisors access to high profile models changes the competitive environment for RIAs.
  • May 12, 2026

Sarah Levy, CEO of Betterment, sits down with InvestmentNews anchor Gregg Greenberg to discuss “thoughtful" custodian segmentation and how giving advisors access to high profile models changes the competitive environment for RIAs.

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