BLIVE: Bloomberg Financial Innovation Summit - The Evolution of the Robo-Advisors: Sarah Levy

Sarah Levy, CEO of Betterment, discusses the company's growth strategies, focusing on retail and employer-led adoption. She highlights the importance of digital solutions in wealth management and Betterment's differentiation in a competitive market. The conversation covers Betterment's mission, innovation, and personalization efforts, including ESG and cryptocurrency offerings. Levy emphasizes the role of education in investment decisions and the impact of diversity on consumer engagement. The discussion concludes with insights into brand building and office culture.

How does Betterment plan to educate its users about investment decisions?

In what ways does Betterment aim to personalize the investment journey for its users?

What impact does Sarah believe the current market enthusiasm will have on the adoption of robo-advisors?

How does Betterment intend to attract younger generations like Millennials and Gen Z?