B4A Advisors Blog

How to set up the Findash integration

Betterment Editors — Tue, 24 Mar 2026 14:43:08 GMT

Overview

FinDash is an AI-powered operating system for financial advisory teams, giving every client (and their family) a single collaborative CRM and planning dashboard for net worth, cash flow, investments, insurance, goals, estate planning, documents, and tasks. FinDash helps advisors turn planning insights into execution with workflows, automation, and secure client collaboration so teams can deliver faster, more proactive service at scale.

Target Income built with BlackRock: New name, new strategy

Mindy Yu, CIMA® | Director of Investing, Betterment — Mon, 16 Mar 2026 17:01:04 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.

Middle East conflict is moving markets: What investors should know

Tue, 10 Mar 2026 23:00:44 GMT

Advisor Spotlight: Eric Rodriguez, WealthBuilders

Alison Considine | Business Development Manager, Betterment — Thu, 26 Feb 2026 17:30:00 GMT

For this Advisor Spotlight, we welcome Eric Rodriguez, CFP® and the Founder of WealthBuilders, LLC to chat about taking a more life-centered approach to financial planning.

RIA guide: How to explain tax loss harvesting to clients

Betterment Editors — Thu, 26 Feb 2026 17:00:00 GMT

Tax loss harvesting can be a confusing topic for clients to understand. This guide gives you simple talking points to help explain it to your clients.

Going independent: 4 key questions before starting your own RIA

Betterment Editors — Wed, 25 Feb 2026 15:00:00 GMT

Thinking of breaking away to become an independent RIA? Ask yourself these four key questions first to help set your new firm up for success.

How to set up the Nitrogen integration

Betterment Editors — Tue, 17 Feb 2026 20:51:46 GMT

How to set up the Blueleaf integration

Betterment Editors — Thu, 12 Feb 2026 21:29:36 GMT

How Betterment’s expanded model marketplace helps advisors scale

Dana Karlson | Sr. Manager Copy & Content — Tue, 10 Feb 2026 14:00:00 GMT

Betterment’s expanded model marketplace pairs expert-built strategies with tax-smart automation to help advisors customize portfolios and scale efficiently.

The financial advisor’s guide to offering retirement plans [with planning checklist]

Kelly Chambers | Financial writer — Mon, 26 Jan 2026 19:20:58 GMT

Offering 401(k)s is no longer a niche service for financial advisors—it’s a powerful strategy for practice growth and retention. See how to get started.