Betterment is looking to cater to their wealthier clients as they make portfolios more personalized; they launched the Betterment Flexible Portfolio which allows customers to shoes how assets weights are allocated; the typical Betterment client uses the asset weights set by the robo advisor, but this feature is meant to personalize the wealth clients portfolio; the move will try to help the company to position themselves as a full service firm that can cater to different levels of clientele, not just the younger investor. Source.
Todd is the host of PitchIt: the fintech startups podcast, a weekly interview show featuring emerging fintech founders and leading venture capitalists. He is responsible for leading the content team which covers fintech through daily & weekly email newsletters, editorial, virtual events, and in-person conferences. He has been covering fintech, banking, and venture capital for more than 15 years, including speaking regularly at industry events.