https://www.betterment.com/advisors/resources Expert-driven insights, technology news, and the latest in financial guidance for advisors looking to grow and improve their practice. en Fri, 09 Jan 2026 18:41:49 GMT 2026-01-09T18:41:49Z en https://www.betterment.com/advisors/resources/2026-market-outlook <div class="hs-featured-image-wrapper"> <a href="https://www.betterment.com/advisors/resources/2026-market-outlook" title="" class="hs-featured-image-link"> <img src="https://www.betterment.com/hubfs/Market%20Outlook%20blog%20header.png" alt="Market outlook " class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Key market trends advisors should keep an eye on in 2026, including AI-driven valuations, monetary policy shifts, and macro risks affecting stocks and bonds.</p> <div class="hs-featured-image-wrapper"> <a href="https://www.betterment.com/advisors/resources/2026-market-outlook" title="" class="hs-featured-image-link"> <img src="https://www.betterment.com/hubfs/Market%20Outlook%20blog%20header.png" alt="Market outlook " class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Key market trends advisors should keep an eye on in 2026, including AI-driven valuations, monetary policy shifts, and macro risks affecting stocks and bonds.</p> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fadvisors%2Fresources%2F2026-market-outlook&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fadvisors%252Fresources&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Market volatility Fri, 09 Jan 2026 14:13:18 GMT ben.bakkum@betterment.com (Ben Bakkum, CFA, CFP® | Sr. Investment Strategist, Betterment) https://www.betterment.com/advisors/resources/2026-market-outlook 2026-01-09T14:13:18Z https://www.betterment.com/advisors/resources/2026-portfolio-updates-advisors <div class="hs-featured-image-wrapper"> <a href="https://www.betterment.com/advisors/resources/2026-portfolio-updates-advisors" title="" class="hs-featured-image-link"> <img src="https://www.betterment.com/hubfs/2026%20Portfolio%20Updates.png" alt="Circle icon to represent portfolios." class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Updates to the Betterment managed strategies are coming soon.</p> <div class="hs-featured-image-wrapper"> <a href="https://www.betterment.com/advisors/resources/2026-portfolio-updates-advisors" title="" class="hs-featured-image-link"> <img src="https://www.betterment.com/hubfs/2026%20Portfolio%20Updates.png" alt="Circle icon to represent portfolios." class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Updates to the Betterment managed strategies are coming soon.</p> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fadvisors%2Fresources%2F2026-portfolio-updates-advisors&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fadvisors%252Fresources&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Portfolios Mon, 05 Jan 2026 15:15:00 GMT https://www.betterment.com/advisors/resources/2026-portfolio-updates-advisors 2026-01-05T15:15:00Z Mindy Yu, CIMA® | Director of Investing, Betterment https://www.betterment.com/advisors/resources/whats-new-q4-2025 <div class="hs-featured-image-wrapper"> <a href="https://www.betterment.com/advisors/resources/whats-new-q4-2025" title="" class="hs-featured-image-link"> <img src="https://www.betterment.com/hubfs/Q4%20shipped%20blog.png" alt="What’s new from Betterment Advisor Solutions" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Explore the latest updates designed to give you more control, transparency, and efficiency across your workflows.</p> <div class="hs-featured-image-wrapper"> <a href="https://www.betterment.com/advisors/resources/whats-new-q4-2025" title="" class="hs-featured-image-link"> <img src="https://www.betterment.com/hubfs/Q4%20shipped%20blog.png" alt="What’s new from Betterment Advisor Solutions" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Explore the latest updates designed to give you more control, transparency, and efficiency across your workflows.</p> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fadvisors%2Fresources%2Fwhats-new-q4-2025&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fadvisors%252Fresources&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Fri, 19 Dec 2025 14:18:01 GMT https://www.betterment.com/advisors/resources/whats-new-q4-2025 2025-12-19T14:18:01Z Betterment Editors https://www.betterment.com/advisors/resources/the-solo-401k-high-income-clients <div class="hs-featured-image-wrapper"> <a href="https://www.betterment.com/advisors/resources/the-solo-401k-high-income-clients" title="" class="hs-featured-image-link"> <img src="https://www.betterment.com/hubfs/Mutual%20Fund%20launch%20blog%20header-sponsor.png" alt="Person typing on a computer that says &quot;solo 401(k)&quot; on the screen." class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Solo 401(k)s can create new planning opportunities for advisors.</p> <div class="hs-featured-image-wrapper"> <a href="https://www.betterment.com/advisors/resources/the-solo-401k-high-income-clients" title="" class="hs-featured-image-link"> <img src="https://www.betterment.com/hubfs/Mutual%20Fund%20launch%20blog%20header-sponsor.png" alt="Person typing on a computer that says &quot;solo 401(k)&quot; on the screen." class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Solo 401(k)s can create new planning opportunities for advisors.</p> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fadvisors%2Fresources%2Fthe-solo-401k-high-income-clients&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fadvisors%252Fresources&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Mon, 10 Nov 2025 18:49:08 GMT https://www.betterment.com/advisors/resources/the-solo-401k-high-income-clients 2025-11-10T18:49:08Z Kelly Chambers | Financial writer https://www.betterment.com/advisors/resources/whats-happening-market-recap-q3-2025 <div class="hs-featured-image-wrapper"> <a href="https://www.betterment.com/advisors/resources/whats-happening-market-recap-q3-2025" title="" class="hs-featured-image-link"> <img src="https://www.betterment.com/hubfs/Graphics/email-graphics/b4b-email-graphics/Market%20recap%20featured%20image.webp" alt="AI, high valuations, and market risks: What investors should know" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>AI opportunity: Market insights for the third quarter of 2025.</p> <div class="hs-featured-image-wrapper"> <a href="https://www.betterment.com/advisors/resources/whats-happening-market-recap-q3-2025" title="" class="hs-featured-image-link"> <img src="https://www.betterment.com/hubfs/Graphics/email-graphics/b4b-email-graphics/Market%20recap%20featured%20image.webp" alt="AI, high valuations, and market risks: What investors should know" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>AI opportunity: Market insights for the third quarter of 2025.</p> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fadvisors%2Fresources%2Fwhats-happening-market-recap-q3-2025&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fadvisors%252Fresources&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Mon, 06 Oct 2025 13:30:00 GMT ben.bakkum@betterment.com (Ben Bakkum, CFA, CFP® | Sr. Investment Strategist, Betterment) https://www.betterment.com/advisors/resources/whats-happening-market-recap-q3-2025 2025-10-06T13:30:00Z https://www.betterment.com/advisors/resources/whats-new-q3-2025 <div class="hs-featured-image-wrapper"> <a href="https://www.betterment.com/advisors/resources/whats-new-q3-2025" title="" class="hs-featured-image-link"> <img src="https://www.betterment.com/hubfs/Q3%20shipped%20blog.png" alt="What’s new from Betterment Advisor Solutions" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Discover the latest products and features launched in Q3 2025, designed to give advisors more control, flexibility, and transparency.</p> <div class="hs-featured-image-wrapper"> <a href="https://www.betterment.com/advisors/resources/whats-new-q3-2025" title="" class="hs-featured-image-link"> <img src="https://www.betterment.com/hubfs/Q3%20shipped%20blog.png" alt="What’s new from Betterment Advisor Solutions" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Discover the latest products and features launched in Q3 2025, designed to give advisors more control, flexibility, and transparency.</p> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fadvisors%2Fresources%2Fwhats-new-q3-2025&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fadvisors%252Fresources&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Financial advisors Advisor Technology Thu, 02 Oct 2025 20:11:04 GMT https://www.betterment.com/advisors/resources/whats-new-q3-2025 2025-10-02T20:11:04Z Betterment Editors https://www.betterment.com/advisors/resources/capitect-integration <h1 style="font-size: 24px;"><span style="color: #434343;"><strong></strong></span></h1> <h1 style="font-size: 24px;"><span style="color: #434343;"><strong></strong></span></h1> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fadvisors%2Fresources%2Fcapitect-integration&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fadvisors%252Fresources&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Advisor Technology Wed, 01 Oct 2025 20:18:05 GMT https://www.betterment.com/advisors/resources/capitect-integration 2025-10-01T20:18:05Z Betterment Editors https://www.betterment.com/advisors/resources/schwabitrade-vs-betterment <div class="hs-featured-image-wrapper"> <a href="https://www.betterment.com/advisors/resources/schwabitrade-vs-betterment" title="" class="hs-featured-image-link"> <img src="https://www.betterment.com/hubfs/Graphics/featured-images/human-sign-post-map.png" alt="Learn how switching custodians could power your practice into the future" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Learn how switching to Betterment Advisor Solutions could power your practice into the future.</p> <div class="hs-featured-image-wrapper"> <a href="https://www.betterment.com/advisors/resources/schwabitrade-vs-betterment" title="" class="hs-featured-image-link"> <img src="https://www.betterment.com/hubfs/Graphics/featured-images/human-sign-post-map.png" alt="Learn how switching custodians could power your practice into the future" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Learn how switching to Betterment Advisor Solutions could power your practice into the future.</p> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fadvisors%2Fresources%2Fschwabitrade-vs-betterment&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fadvisors%252Fresources&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Advisor Technology Thu, 11 Sep 2025 04:00:00 GMT https://www.betterment.com/advisors/resources/schwabitrade-vs-betterment 2025-09-11T04:00:00Z Betterment Editors https://www.betterment.com/advisors/resources/advisor-survey-2025-ai-tech <div class="hs-featured-image-wrapper"> <a href="https://www.betterment.com/advisors/resources/advisor-survey-2025-ai-tech" title="" class="hs-featured-image-link"> <img src="https://www.betterment.com/hubfs/Advisor%20survey%20image.png" alt="How Gen Z and Millennial advisors balance AI risks with tech growth" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>The financial advisory industry is undergoing a transformation. Shifting demographics, rapid technological advances, and economic volatility are reshaping how advisors work and who they serve.&nbsp;</p> <div class="hs-featured-image-wrapper"> <a href="https://www.betterment.com/advisors/resources/advisor-survey-2025-ai-tech" title="" class="hs-featured-image-link"> <img src="https://www.betterment.com/hubfs/Advisor%20survey%20image.png" alt="How Gen Z and Millennial advisors balance AI risks with tech growth" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>The financial advisory industry is undergoing a transformation. Shifting demographics, rapid technological advances, and economic volatility are reshaping how advisors work and who they serve.&nbsp;</p> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fadvisors%2Fresources%2Fadvisor-survey-2025-ai-tech&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fadvisors%252Fresources&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Thu, 04 Sep 2025 14:15:00 GMT https://www.betterment.com/advisors/resources/advisor-survey-2025-ai-tech 2025-09-04T14:15:00Z Betterment Editors https://www.betterment.com/advisors/resources/questions-about-building-your-own-custom-model-portfolios <div class="hs-featured-image-wrapper"> <a href="https://www.betterment.com/advisors/resources/questions-about-building-your-own-custom-model-portfolios" title="" class="hs-featured-image-link"> <img src="https://www.betterment.com/hubfs/Graphics/featured-images/most-common-asset-classes.png" alt="FAQ: Custom Portfolios for Advisors" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Build your own custom model portfolios while leveraging all of Betterment’s sophisticated portfolio management features.</p> <div class="hs-featured-image-wrapper"> <a href="https://www.betterment.com/advisors/resources/questions-about-building-your-own-custom-model-portfolios" title="" class="hs-featured-image-link"> <img src="https://www.betterment.com/hubfs/Graphics/featured-images/most-common-asset-classes.png" alt="FAQ: Custom Portfolios for Advisors" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p>Build your own custom model portfolios while leveraging all of Betterment’s sophisticated portfolio management features.</p> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fadvisors%2Fresources%2Fquestions-about-building-your-own-custom-model-portfolios&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fadvisors%252Fresources&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Technical help Wed, 03 Sep 2025 15:15:00 GMT https://www.betterment.com/advisors/resources/questions-about-building-your-own-custom-model-portfolios 2025-09-03T15:15:00Z Betterment Editors