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Betterment co-founder and CEO Jon Stein announced that he was stepping down from his leadership post, naming Sarah Kirshbaum Levy as the new head of the robo advisor.
Employing natural language processing and neural network learning, Benjamin wants to learn on the job the tasks an RIA firm does in order to automate them, freeing up the time for advisors and support staff.
About 70,000 self-directed customers will transfer from Folio Investments to Interactive Brokers as a result of the deal, expected to close in January.
Advisor Mac Gardner created a fintech competition to help with his financial literacy app, inspiring a new technology track in the financial planning curriculum at the University of South Florida.
