The Money with Katie Show cover image

#8: BETTERMENT CEO INTERVIEW: Financial Independence & Successful Investing with Sarah Levy

The Money with Katie Show

CHAPTER

Balancing Tech and Human Touch in Investing

This chapter explores the integration of real estate investment trusts (REITs) in portfolio construction at Betterment, highlighting the fusion of technology and human advisory services. It emphasizes the importance of personalized support and accessibility in automated investing, showcasing Betterment as a cost-effective alternative to traditional wealth management.

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