Betterment is an attractive offering for advisors that need a scalable and automated platform, says David Canter, an executive vice president with Institutional Wealth Services.
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Fidelity’s advisor platform called Institutional Wealth Services is offering its clients services from robo-advisor Betterment. So reports CNBC.
Betterment is an attractive offering for advisors that need a scalable and automated platform, says David Canter, an executive vice president with Institutional Wealth Services.