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TD Ameritrade has seen new-account openings for its automated investing platform jump 150% from the same period a year ago. Wealthfront signups are up 68% and Betterment's increase is 25%.
Responding to client portfolios knocked out of whack by the market’s roller coaster ride has been more of a stressor for many firms than communicating with angst-ridden clients.
Some financial advisory firms are finding their commitment to virtual practices even more validated in the current coronavirus quarantine; for other teams, the value of a physical location is becoming more apparent by the day.
Betterment for Advisors General Manager Jon Mauney shares how the company is leading the way for advisors to improve their technology game for the next generation of clients.