Advisors To Receive More Attention, Vows Betterment's New CEO
Advisors to Receive More Attention, Vows Betterment's New CEO No longer 'secondary,' advisors and the firm's 401(k) business will receive attention as equals to Betterment's retail business line, says new CEO Sarah Levy. Betterment will be recalibrating and prioritizing its business to better serve advisors and more directly address the retirement plan marketplace, according to Sarah Levy, the firm’s CEO. In one of her first interviews specifically addressing the nonretail business lines at the firm, Levy acknowledged that in the past, Betterment had prioritized the retail segment at ...