Rob and Rory sit down with Jon Mauney, the General Manager at Betterment For Advisors. From portfolio management to advising 401(k) plans, Betterment For Advisors has reinvented the experience of financial advisors who are looking to apply user-friendly technology in order to increase outreach and efficiency within their services. Jon acknowledges how technology has changed the landscape of the financial industry, but emphasizes the importance of embracing it. Jon shares his opinions on the presence of AI in finance, incorporating new asset classes in your portfolio, as well as the future of Fintech. Jon goes on to describe how Betterment's unique platform facilitates selecting and curating portfolios, allowing users to decide what services Betterment can help with, and most importantly… building a partnership. If you are interested in learning how to incorporate technology into your business or learn more about the Fintech industry, you do not want to miss this episode!
AFO|Wealth Management Forward