Betterment to Bring Vanilla's Estate Planning Tools to RIAs

Published on September 10, 2025

Betterment advisors will get access to Vanilla’s Estate Health Check and a limited number of estate planning documents.

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Pushing 60, Gen Xers Worry They'll Go Broke in Retirement

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Why Diversification Is Failing In The Age Of Passive Investing

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Surface-level diversification is no longer enough in a market increasingly driven by passive flows and dominated by a few mega-cap names. Owning multiple funds or asset classes does not guarantee protection if the underlying exposures overlap. Investors must go deeper and look beyond labels and into the actual drivers of risk and return.