CFA Society Austria
A Member of the CFA Institute Global Network of Societies


Back to All Events

The State of Automated Investing, with Jon Stein

  • Kathrein Privatbank 25 Wipplingerstraße Wien, Wien, 1010 Austria (map)

Welcome to Patrick O’Shaughnessy's new podcast series, Invest Like the Best.

Would you be comfortable with a robo-advisor running your entire investment portfolio?  That’s the hope of our guest this week, Jon Stein, founder and CEO of Betterment

Betterment manages $5 billion dollars for over 175,000 clients.  Patrick and Jon explore the challenge of getting young people to invest, Betterment’s recent foray into areas like the 401(k) market, and how Betterment works with financial advisors.  If you’re unsure about robo-advisors, this conversation will make you better understand what they can do for you.