B4A Advisors Blog

2026's IPO pipeline: What it means for portfolios

Josh Shrair | Investment Strategist, Betterment — Tue, 16 Jun 2026 15:05:08 GMT

The mechanics behind mega-cap IPO inclusion—and what advisors and plan sponsors should know before these companies hit the indexes.

How portfolio rebalancing works to manage risk for your clients

Betterment Editors — Fri, 12 Jun 2026 17:30:00 GMT

Portfolio rebalancing, when done effectively, can help manage risk and keep your clients on track to pursue the expected returns desired to meet their goals.

How to set up the Greenboard integration

Betterment Editors — Wed, 03 Jun 2026 14:28:15 GMT

Greenboard is the next-generation AI-native system of action for SEC and FINRA compliance. It unifies electronic communications archiving, code of ethics compliance, compliance calendar, marketing reviews, and vendor diligence into one intuitive AI-powered platform to automate more than was previously possible.

Target Income built with BlackRock: New name, new strategy

Mindy Yu, CIMA® | Director of Investing, Betterment — Mon, 01 Jun 2026 19:30:00 GMT

BlackRock is updating its Target Income strategy. Here's what's changing, what's staying the same, and how we'll manage your transition.

Learn how switching custodians could power your practice into the future

Dana Karlson | Sr. Manager Copy & Content — Tue, 26 May 2026 13:15:00 GMT

Learn how switching to Betterment Advisor Solutions could power your practice into the future.

An advisor’s guide to the benefits of solo 401(k)s

Betterment Editors — Thu, 21 May 2026 16:15:00 GMT

As you work with self-employed clients, here are five big reasons why a solo 401(k) may be right for them (and your firm).

How AI is disrupting software stocks in 2026

Wed, 20 May 2026 14:52:44 GMT

AI coding tools are driving a wedge between broad tech and software-only funds. Here's what the divergence means for client portfolios. Software has a problem. It’s called AI.

Anthropic's new plugin changes how advisors should think about AI

Devon Klumb, CFP®, BFA™ | Strategic Sales Manager, Betterment Advisor Solutions — Tue, 19 May 2026 20:10:00 GMT

Anthropic's new Wealth Management plugin does meeting prep, plan drafting, and TLH screens out of the box. The question for advisors has shifted.

How to set up the Slant integration

Betterment Editors — Tue, 12 May 2026 21:06:06 GMT

3(21) vs. 3(38) fiduciaries: A guide for advisors

Kelly Chambers | Financial writer — Thu, 30 Apr 2026 20:15:27 GMT

Understanding the difference between 3(21) and 3(38) fiduciary status isn't just compliance knowledge—it shapes how you structure client engagements and manage your liability.