Can AI help your clients save on taxes? Check out how in our feature with Inc. 🔗 ow.ly/Mwm550Ut132

What will the markets bring in 2025? It's top of mind for your practice, and for us too. Our analysts are watching 3 key developments across US stocks, AI & the dominance of technology firms, and the new US administration. Read our perspective here 🔗 ow.ly/JCRs50UHfbV

Advisors: how do you talk to clients about market uncertainty within an evolving political environment? While policy changes can create short-term volatility, historical data shows that markets tend to rise over time. Insights: 🔗 ow.ly/wqY550URgcR

What are the greatest challenges faced by RIAs when implementing technology? Advisors responding to our survey named customer service (54%) and team training and implementation timelines (52%) as major pain points. What do you think? Read more: 🔗 ow.ly/CSIe50UUtvC

If you're an advisor planning on buying new software, remember these important steps to stay on course: 1) Assess the strengths & weaknesses of your current tech stack 2) Map out your firm's tech strategy 3) Create a change management plan Learn more: ow.ly/ScmC50UUtQJ

Our RIA survey found that the top 3 most important features an RIA software provider could offer for advisors were billing (52%), financial planning software (51%), and performance reporting software (51%). Do you agree? Read the full report here: 🔗 ow.ly/bbkP50UUtst

Creating a strategic plan of action for your tech stack doesn’t have to be complex. Use our ranking tool to guide your firm’s strategy in as little as 30 minutes 👇 ow.ly/XlNU50UUu87

Behind every great platform is a team that makes it all work seamlessly. Meet our Advisor Implementation Team—the people who deliver a truly white-glove onboarding experience to every advisor we serve.

NEW: Advisors now have access to single stocks in custom model portfolios. When paired with our powerful tax automation, you can bring in legacy holdings, unwind concentrated positions, and scale personalization. Tour the experience today: ow.ly/i6rN50Waiqs

NEW: A more tax-efficient billing option is here. You can now opt to have fees drawn from Cash Reserve first, then taxable, and finally retirement accounts. This simple flow adds tax efficiency at scale, without adding extra work on your end. Learn more: ow.ly/p3AR50WN6ky

New: Trade-level preview before rebalancing. Get greater visibility into your client’s expected tax impact—down to the position level. No surprises. No blind spots. Just full-picture precision. 🔗 Take the interactive tour: ow.ly/oO8H50WYX9V

With the Fed rate cut, your clients’ variable Cash Reserve rates are changing, too. The good news? They’re receiving ~9x the national average. Learn more: betterment.com/advisors/cash-…

The 2026 T3 Software Survey is open. This is your chance to weigh in and make your voice heard. Your feedback helps the industry understand which tools are delivering real value for advisors.  🔗: surveymonkey.com/r/3HCN6W6

Just a reminder that employee contribution elections must be made by December 31, 2025, though your clients may continue funding as both an employee and employer until April 15, 2026. Advisors, now’s the time to review plans, fund accounts, and maximize tax benefits.

Tomorrow is #GivingTuesday! Help clients give strategically this year. With Daffy, the modern DAF available on our platform, they can donate appreciated shares to help maximize tax savings. 🔗: betterment.com/advisors/resou…

More choice is here. We’ve expanded our lineup of models from leading asset managers, built to work with our tax management suite. Explore the marketplace: betterment.com/advisors/model…

Join our upcoming webinar series to explore the newest additions to our model marketplace, including portfolios from Goldman Sachs Asset Management, State Street Investment Management, and Vanguard. 🔗 Register today: ow.ly/lMI650YiaWJ

Launching an RIA? Don’t stop at brand and clients. We’re joining Wealthbox CRM to show advisors in launch mode how CRM + custodian alignment creates leverage and sets the foundation for long-term growth. Save your seat: wealthbox.com/webinars/desig…

Innovation doesn’t happen by chance. The latest upgrades to our portfolio management experience were built with purpose and precision. Get a glimpse into how our team of engineers and product managers are building better for advisors. 📍Learn more here: betterment.com/advisors/portf…