LOS ANGELES - Betterment is betting financial advisors will make better partners than competitors -- and is using a prominent wealth management exec to make the pitch.
Steve Lockshin, the chairman of Convergent Wealth Advisors and founder of platform services provider Fortigent, became an investor in Betterment last year; he says he is now devoting at least half his time to Betterment Institutional -- a digital service that the so-called robo advisor will be offering to planners as of this fall.
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