B4A Advisors Blog

What breakaway advisors experience when they start up with Betterment

Dana Karlson | Sr. Manager Copy & Content — Fri, 31 Jul 2026 13:00:00 GMT

A practical guide for breakaway advisors on how to launch the right way—and what to expect when you do.

Custom model portfolios for advisors: FAQ

Betterment Editors — Fri, 31 Jul 2026 12:00:00 GMT

Build your own custom model portfolios while leveraging all of Betterment’s sophisticated portfolio management features.

How to set up the Milemarker integration

Betterment Editors — Thu, 23 Jul 2026 17:46:16 GMT

The financial advisor’s Claude AI playbook

Devon Klumb, CFP®, BFA™ | Strategic Sales Manager, Betterment Advisor Solutions — Tue, 21 Jul 2026 18:49:51 GMT

A practical guide for financial advisors: which workflows to encode as AI skills, where the failure modes hide, and how skill libraries compound into real value.

Why breakaway advisors are looking past legacy custodians as launch partners

Kelly Chambers | Financial writer — Wed, 15 Jul 2026 14:30:17 GMT

A practical comparison of Betterment Advisor Solutions, Schwab, and Fidelity to help RIAs evaluate custody partners for their independent firms.

The 401(k) security briefing your plan sponsors need

Dave Dyk — Thu, 02 Jul 2026 16:34:37 GMT

AI-enabled fraud is targeting retirement plans. Here's how advisors can help sponsors.

What’s new from Betterment Advisor Solutions

Dana Karlson | Sr. Manager Copy & Content — Tue, 30 Jun 2026 20:17:48 GMT

More advisor control and automation across onboarding, portfolio management, and billing with smarter allocations, migration insights, and streamlined invoicing.

What better portfolio management looks like for high-growth RIAs

Devon Klumb, CFP®, BFA™ | Strategic Sales Manager, Betterment Advisor Solutions — Tue, 23 Jun 2026 13:19:09 GMT

One platform for custody, onboarding, portfolio management, and billing—built for advisory firms that are scaling fast.

How portfolio rebalancing works to manage risk for your clients

Betterment Editors — Fri, 12 Jun 2026 17:30:00 GMT

Portfolio rebalancing, when done effectively, can help manage risk and keep your clients on track to pursue the expected returns desired to meet their goals.

How to set up the Greenboard integration

Betterment Editors — Wed, 03 Jun 2026 14:28:15 GMT

Greenboard is the next-generation AI-native system of action for SEC and FINRA compliance. It unifies electronic communications archiving, code of ethics compliance, compliance calendar, marketing reviews, and vendor diligence into one intuitive AI-powered platform to automate more than was previously possible.