Betterment enables app-based rollovers
They partner with Capitalize to handle the process.
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Automated investing and financial planning platform
betterment.comLast updated
In short: Betterment expanded its wealth management platform and retirement solutions while managing a significant security incident involving customer data.
They partner with Capitalize to handle the process.
The launch enables large advisor networks like HUB and Osaic to deliver streamlined digital retirement solutions to self-employed clients. It provides a fully digital solution with no setup fees.
Unauthorized access via social engineering affected marketing systems, exposing data of 1.4 million customers, mostly names and emails. Customer accounts remained secure. Enhancements to MFA and monitoring implemented.
It guarantees timely audit packages with refunds if delayed. Updates include Solo 401(k) expansion, 350+ payroll integrations, and live chat support.
The best-known robo-advisor is getting into the higher-end financial planning business. Betterment, founded in 2008 as an online investment service with no minimums, is expanding...
More than 80% of self-employed Americans in unincorporated businesses — roughly 9 million people — lack a solo 401(k), a gap Betterment is targeting through...
Betterment at Work has reinforced its 401(k) platform for small and growing businesses by reaffirming a strong compliance commitment.
Betterment Advisor Solutions, a tech-enabled custodian, today announced a Solo 401(k) offering to meet the needs of large-scale wealth management partners. This strategic evolution allows...
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