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Consumer Reports names Betterment in top five for customer service with USAA, Schwab, Vanguard and T. Rowe Price

The recognition flies in the face of a bias against that says robos can't hold hands with their bony robot fingers

Author Lisa Shidler August 14, 2015 at 8:05 PM
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Jon Stein frequently rolls up his sleeves to handle Betterment investor queries as part of his non-robo strategy.

Related Moves

Jon Stein ousts himself as Betterment CEO and taps Sarah Levy, who joins an exclusive club of top women executives, with a mission -- an IPO

The co-founder of the New York robo-advisor headhunted the ex-Viacom brass through Harvard professors on the down low to ostensibly scale operations.

December 8, 2020 at 5:27 PM

Second Betterment exec departs as new CEO Sarah Levy orients to her first month on the job and is confronted by personnel matters

Chief operating officer Dustin Lucien is the latest to leave the New York City robo-advisor, one of at least eight positions open as it prepares a push across multiple business lines to ignite growth.

January 19, 2021 at 6:32 PM


Mentioned in this article:

Betterment, LLC
Financial Planning Software
Top Executive: Jon Stein

AdvisorEngine
Financial Planning Software
Top Executive: Rich Cancro




Willy05

Willy05

August 15, 2015 — 3:40 PM

Agree Consumer Reports was off base in including Betterment in this list of brokerages. Betterment should have been grouped with other similar Robo advisors, not full service brokers.

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