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Financial Advisory  + RIAs & Financial Advisors  | 
Betterment Adds Big-Name Managers to RIA Model Marketplace

Betterment Adds Big-Name Managers to RIA Model Marketplace

Betterment Advisor Solutions is broadening its appeal to RIAs with an expansion of its model marketplace, adding new portfolio strategies from brand‑name asset managers including Goldman Sachs Asset Management, State Street Investment Management, Vanguard, and others.  

The curated lineup is designed to give advisors a wider menu of institutional‑ grade portfolios while still allowing for deeper customization around firm preferences and client objectives. 

The new models are available on Betterment’s custodial platform at no additional cost and come fully integrated with its native tax management tools and automated portfolio technology. That integration is aimed at helping advisors streamline ongoing portfolio maintenance—rebalancing, tax‑loss harvesting, and cash management—inside a single system rather than across multiple providers. 

“Advisors are using our model marketplace to bring institutional investment expertise into their firms with less overhead,” said Alison Considine, Director of Strategy & Operations at Betterment Advisor Solutions. “When that expertise is paired with Betterment’s tax-smart portfolio management capabilities, advisors can manage more client relationships all within a single custodial platform.” 

Connect Money is spotlighting rising stars who have made a valuable contribution to the wealth management industry. Based on your nomination, we will recognize professionals who have significantly influenced both the workplace and community. The nomination deadline is March 4. Click here to submit your nominations and help us highlight the next generation of wealth management leaders

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Betterment Advisor Solutions

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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