Jon Stein Built Betterment. Here's What He's Building Now
Jon Stein founded Betterment — one of the first companies to deliver real financial advice to the mass affluent at scale. Now he's back with a new company, Warmer, a platform for helping people find the right human financial advisor.
It's a fascinating moment to build it, with AI increasingly able to deliver quality advice to that same mass affluent client. So where do human advisors fit in — and what does Warmer get right that so many advisor-matching platforms have gotten wrong?
Michael Batnick and Jon Stein get into all of it. Whether AI hollows out the middle of the advice market and why Jon believes advisor-matching can finally work when so many have disappointed.
This episode is sponsored by RBC Clearing & Custody. To find out more visit https://www.rbcclearingandcustody.com/
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