Embracing technology to unlock growth: An all-in-one custodial solution for independent RIAs – Betterment For Advisors – 3.9.22

Overview:
Title: Embracing technology to unlock growth: An all-in-one custodial solution for independent RIAs
Date: Wednesday, March 9, 2022
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand.

Whether you’re considering going independent or running an established RIA, managing a successful practice is no easy feat–especially in the current environment. The pandemic years have made it more transparent than ever that having the right technology is imperative for advisors. Running a digitally innovative firm can not only make a practice more attractive to prospective clients, but it can make the act of breaking away or growing an independent practice more attainable.

Join experts from Betterment for Advisors, a leading digital-first custodian, for a thoughtful conversation on what it means to embrace technology in today’s wealth management and financial planning industry and to see a demonstration of how the right tech partners can help free up your time for higher-value work.

The lead product manager and business development manager for Betterment’s advisory platform will examine how utilizing the right technology can help independent RIAs take their practice to the next level.

Discover how using the right custodial technology can help independent RIAs:

  • Turn a piecemeal and tedious onboarding process into an efficient, paperless experience.
  • Leverage automation to streamline routine portfolio management, from rebalancing to tax-loss harvesting and asset location.
  • Construct customizable portfolios aligned to your firm’s investment philosophy, or select from a suite of models to deliver to your clients.
  • Connect with your clients on setting goals and aggregating accounts to view their whole financial picture in one intuitive interface.

Speakers:
Alison Considine Alison Considine Business Development Manager Betterment for Advisors

Alison Considine works with advisors to implement the Betterment for Advisors platform in their practices. She spent several years in private wealth management at Morgan Stanley prior to joining Betterment and is dedicated to helping advisors grow their businesses and provide a great client experience. Alison has a B.A. in Economics from Bowdoin College and lives in New York.
Lauren Thomas Lauren Thomas Product Manager Betterment for Advisors

Lauren (LT) Thomas is product manager for Betterment for Advisors, a leading digital-first wealth management platform. She is based in Atlanta, GA. LT is responsible for managing the overall success of the product by delivering features that address advisors’ needs while fulfilling broader business objectives. She joined the B4A team in March 2021. Previously, she was a product manager at Marcus by Goldman Sachs where she covered credit card disputes on the Apple Card. Prior to that, she was a project manager in Goldman’s Human Capital Management division, focused on internal talent assessment processes and tooling. LT earned a bachelor’s degree in Industrial Engineering from the University of Michigan – Ann Arbor.