40 min
Jon Stein – The State of Automated Investing Invest Like the Best with Patrick O'Shaughnessy
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- Investing
Would you be comfortable with a robo-advisor running your entire investment portfolio? That’s the hope of our guest this week, Jon Stein, founder and CEO of Betterment. Betterment manages $5 billion dollars for over 175,000 clients. Patrick and Jon explore the challenge of getting young people to invest, Betterment’s recent foray into areas like the 401(k) market, and how Betterment works with financial advisors. If you’re unsure about robo-advisors, this conversation will make you better understand what they can do for you. Please Enjoy!
For comprehensive show notes on this episode go to investorfieldguide.com/stein/
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
Follow Patrick on twitter at @patrick_oshag
Would you be comfortable with a robo-advisor running your entire investment portfolio? That’s the hope of our guest this week, Jon Stein, founder and CEO of Betterment. Betterment manages $5 billion dollars for over 175,000 clients. Patrick and Jon explore the challenge of getting young people to invest, Betterment’s recent foray into areas like the 401(k) market, and how Betterment works with financial advisors. If you’re unsure about robo-advisors, this conversation will make you better understand what they can do for you. Please Enjoy!
For comprehensive show notes on this episode go to investorfieldguide.com/stein/
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
Follow Patrick on twitter at @patrick_oshag
40 min