Jon Stein

Displaying 4 results
RETIREMENT RETIREMENT PLANNING DEC 01, 2017
Senate tax bill is a hike on retail investors

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

NEWS REGULATION AND LEGISLATION NOV 30, 2017
Senate tax bill is a hike on retail investors

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

YOUR PRACTICE FINTECH FEB 06, 2015
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

NEWS RIAS OCT 16, 2014
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.