The Future of Advice - by Betterment's Jon Stein

John Stein first looks to the past of investing in stocks with significant milestones such as the introduction of index funds, trade automation, and decreasing trading costs leading to the ability to be easily diversified; thus old models of charging people to trade or to be diversified don’t work; looking at the current and future trends John discusses that investors are now more responsible than ever for their own retirement and need advice; John Stein shares how Betterment is providing financial advice to more people; the company manages over $8 billion in assets and has 240,000 customers.

View the slides here.