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 their 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.
In this episode, you will learn:
- How Betterment For Advisors began
- About the features of their 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.