WealthTech Winners Circle Podcast: Delegate to Technology With Betterment for AdvisorsWealthTech Winners Circle Podcast: Delegate to Technology With Betterment for Advisors
Betterment for Advisors General Manager Jon Mauney shares how the company is leading the way for advisors to improve their technology game for the next generation of clients.
March 26, 2020
Are you still manually rebalancing your clients’ portfolios? Consider delegating these types of tasks to technology.
In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Jon Mauney, the general manager at Betterment for Advisors. Betterment for Advisors won a Wealthies award in 2019 in the Technology Providers: Digital Advisors category for its Dimensional Funds portfolio-construction tool. Now, Jon shares how Betterment for Advisors is leading the way for advisors to improve their technology game for the next generation of clients.
Jon Mauney, general manager at Betterment For Advisors, and Nexus Strategy's Tim Welsh recording the podcast.
In this episode, you will learn:
How Betterment for Advisors began
About the features of its portfolio-construction tool that is designed for Dimensional-approved advisors
What the biggest tech challenges are for advisors
Why it’s important to reassess your technology stack every few years
And more!
Tune in now and consider how you can adapt and delegate in order to serve the next generation.
