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FPA and Betterment for Advisors Partner to Bring Technology and Financial Planning Together
Betterment for Advisors becomes a Strategic Partner of the Financial Planning Association
DENVER (December 13, 2016) – Today, the Financial Planning Association
) announced Betterment for Advisors as a Strategic Partner. This new relationship will integrate Betterment for Advisors, their content and their experts, more thoughtfully into the association with the goal of supporting practitioners, including 24,000 FPA members and the profession of financial planning.
"As a pioneer in digital investment advice, Betterment for Advisors is helping financial professionals embrace today's technology to serve more clients," says FPA Executive Director/CEO Lauren M. Schadle, CAE. "Our members and all CFP
professionals are increasingly interested in learning how digital investment advice can augment the robust financial planning services they are providing clients while staying true to the high-touch level of advice they are already providing. This partnership is a step in the right direction to educating and supporting the financial planning community."
The partnership with Betterment for Advisors will help FPA members and all CERTIFIED FINANCIAL PLANNER™ (CFP
) professionals better understand the opportunities to build their businesses and support their clients in a rapidly growing, technologically-advanced world. The partnership provides an opportunity to bring together a leader in digital investment management and the leading professional association for the financial planning community on ways to bring technology and high-touch financial planning advice together in a meaningful way.
"We're excited to partner with such a recognized and leading organization in the wealth management industry and look forward to defining the partnership between digital and human advice," says Cara Reisman, Head of Business Development, Betterment for Advisors. "This partnership leverages FPA's collective expertise and knowledge to further Betterment for Advisor's mission."
In the coming months, FPA and Betterment for Advisors will explore specific initiatives where collaboration makes sense and where thought leadership can be developed or enhanced for the benefit of practitioners.
About the Financial Planning Association
The Financial Planning Association
) is the principal professional organization for CERTIFIED FINANCIAL PLANNER
) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. Through a collaborative effort to provide 24,000 members with One Connection
to tools and resources for professional development, business success, advocacy and community, FPA is the indispensable force in the advancement of today's CFP
professional. Learn more about FPA at
and follow on Twitter at
About Betterment for Advisors
Betterment for Advisors is the leading digital-first wealth management platform. By combining our robo-advisor technology with an advisor's personal touch, we are reimagining what's possible in wealth management. Our automated, tax-efficient portfolio management, paperless back office, and award-winning user experience empower advisors to grow their businesses and build deeper client relationships. For more information please visit
Denver, CO 80203