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Private Wealth Daily
custodian

Betterment Advisor Solutions

See the full tech profile in the PWD Tech Directory →
In network coverage since August 18, 2026 · 12 stories
1Deals on our tracker
Deal recordFull tracker →
Mar 19, 26Fund launch
Network coverage
The Advisor's Note

Betterment survey: 75% of advised investors use AI

3% of the 1,001 surveyed would consider an AI replacement advisor, Betterment Advisor Solutions found.
Practice management · Oct 22Devon Klumb tells advisors to expect AI questions before meetings
Plans & Sponsors · Oct 20Betterment adds mega-backdoor Roth to solo 401(k) plans
Tax & estate planning · Oct 20Betterment adds mega-backdoor Roth to its solo 401(k) platform
Recruiting & transitions · Oct 7Betterment waives custody fees through Dec. 31, 2028 for RIAs transferring from Fidelity
RIA · Oct 6Fidelity sets $100 million custody minimum; Betterment waives fees through 2028
Recruiting & transitions · Oct 1Fidelity gives sub-$100M RIAs until June 2027 to find a custodian
Recruiting & transitions · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum
Practice management · Sep 28Betterment Advisor Solutions sets custody platform fees at 0.20% under $10 million
RIA · Sep 25Betterment automates the switch; WealthReach monetizes the leads RIAs turn away
RIA · Sep 10Gen Z advisor churn is an onboarding problem a fee cut cannot solve
Practice management · Aug 18Betterment expands Solo 401(k) to advisor networks HUB and Osaic
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