Betterment provides portfolio management for investors. What’s appealing and different about this firm is its ease of use; accessibility to average investors; relatively low cost; proprietary investment methodology that involves global diversification (plus tax efficiency); and emphasis on goal setting.
The Loyal3 platform is closing and fee-free investing through Loyal3 is ending. According to an email update from Loyal3, investments will be transferred to a new platform with FolioFirst starting on May 22, 2017. Commission-free trading will continue; however, there is a $5 monthly fee for this privilege.