AI in Finance: Changing Workflows, Growing Demand for Human Judgment
uttu GenAI is reshaping investment workflows faster than most firms can adapt. The release of Claude for Financial Services…
Investment
Top 10 Blogs of 2025: Insights on Market Cycles and Financial History
The blogs that resonated most with readers in 2025 were those that used historical evidence to illuminate present-day…
Are stocks stuck in AI’s orbit?
Key takeaways The race to build AI pushed U.S. stocks higher in 2025, even as valuations crept toward…
Research and Policy Center Top 10 Publications from 2025
Each year, CFA Institute Research and Policy Center publishes work that helps investment professionals navigate structural change, emerging…
Tax impact using our cost basis accounting method
Every time you have a transaction in a Betterment account that involves a sale—such as a withdrawal, transfer,…
Public Blockchain Settlement: From Pilot to Modernized Market Structure
Public blockchains are moving toward practical use in regulated finance, supported by leading global institutions. Although early expectations…
What Successful Investors Read: Book Recommendations from Professionals
When I watch expert investors giving interviews from home on a Zoom call, I always hope to get…
Betterment’s Socially Responsible Investing portfolios methodology
Table of Contents Introduction How do we define SRI? The Challenges of SRI Portfolio Construction How is Betterment’s…
Momentum Investing: A Stronger, More Resilient Framework for Long-Term Allocators
Momentum investing remains a cornerstone of systematic equity strategies, and our recent research shows it is one deserving…
The Growth Story Behind Insurance-Linked Securities
After years of low yields and rising macro volatility, investors are taking renewed interest in insurance-linked securities (ILS)…