Are you still manually rebalancing your clients’ portfolios? Consider delegating these types of tasks to technology. In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Jon Mauney, the general manager at Betterment For Advisors. Betterment For Advisors won a Wealthies award in 2019 in the Technology Providers: Digital … Continue reading Ep 2 – Delegate to Technology With Betterment For Advisors — With Jon Mauney →