Take 15 Series Interview Recorded 25 Jun 2020
A Robo-Adviser's Take on Financial Education
Jon Stein, CFA, CEO and founder of Betterment, provides an insider’s look into the past and potential future of the largest online adviser. In the context of the COVID-19 reality, he shares how Betterment is responding to investors’ desire for greater information and education to help them deal with the current level of uncertainty, the firm’s outlook on building financial fortitude and resilience, and how investment firms can help their clients develop both.
About the Speaker(s)
Jonathan B. Stein, CFA, is CEO and founder of Betterment. With experience from his career of advising banks and brokers on risk and products, he founded Betterment in 2008. Mr. Stein passed the Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 63 exams. He is a graduate of Harvard University and Columbia Business School.