Betterment has revamped its pricing and added two new service levels that offer investors access to financial advisors. The company now has three plan options: Betterment Digital, its legacy offering, doesn’t have an account minimum and charges 0.25%. Betterment Plus and Betterment Premium provide tiered access to financial advisors in exchange for higher fees and account minimums.
The USAA insurance group has launched a smart virtual assistant available on mobile app, that is able to answer automatically to customers questions related to their bank account
“Talk to Chuck” is a campaign used by Charles Schwab in order to promote the proximity of advisors with their customers