Betterment, every mention

Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23) Aug 28, 2017 · 21 mentions

• ▶ 4:06 Ted Seides My guest on today's show is Dan Egan, the director of behavioral finance and investing at Betterment, the market leading robo-advisor. 2 times in the scene
• ▶ 5:37 Ted Seides So, you know, I was thinking about how we were going to start this, and your life, as it stands right now, as a behavioral finance expert for Betterment, I can only think of as, like, a character in Malcolm Gladwell's Outliers. 2 times in the scene
• ▶ 9:29 Dan Egan So before joining Betterment, I was at Barclays Wealth. 2 times in the scene
• ▶ 14:55 Ted Seides Why don't you talk a little bit about the framework that you use at Betterment?
• ▶ 26:33 Dan Egan Uh, we don't, we don't quite do that yet, but already, if you come in and you use Betterment, our interface and how we talk about things is gonna look very different than a brokerage site, or any investment report that you get.
• ▶ 41:12 Ted Seides Can you talk a little bit about your perception, which may be the same as betterments or maybe slightly different, of active versus passive? 3 times in the scene
• ▶ 49:12 Ted Seides And if you've noticed any of the, either similar or maybe somewhat different reasons because of their knowledge base of how they might be able to benefit from that type of systematic program that Betterment provides.
• ▶ 51:28 Ted Seides What's the culture like here? 6 times in the scene
• ▶ 53:10 Dan Egan I was with Betterment from about, um,
• ▶ 59:27 Dan Egan I would love for us to be able to allow Betterment customers to own all of the underlying stocks, 2 times in the scene