| 词条 | Jon Stein |
| 释义 |
| name = Jon Stein | image = | alt = | caption = | birth_name = Jonathan Stein | birth_date = | birth_place = | death_date = | death_place = | nationality = American | other_names = | alma_mater = Harvard University Columbia University | occupation = Investor, business magnate, and entrepreneur | known_for = Founding and leading Betterment | net_worth = | spouse = | children = }} Jonathan "Jon" Stein is an American fintech entrepreneur and business magnate.[1][2][3][4] He is the founder and chief executive of Betterment, the largest independent online financial advisor in the U.S., with over 18 billion in assets under management.[5] Under the umbrella of Betterment Holdings Inc., Stein manages Betterment's core retail platform, often referred to as a "robo-advisor"; a 401(k) platform called Betterment for Business, and a digital advisory platform called Betterment for Advisors. Stein launched Betterment in 2008 at TechCrunch Disrupt and made it to the final five in the Startup Battlefield competition the same year.[6][7] An outspoken critic of some traditional financial practices, Stein has become a recognized industry advocate for more transparency in investing and more customer-centric financial solutions, as well as public policy issues, such as the U.S. Department of Labor's fiduciary rule for retirement plans.[8] In 2016, Stein was awarded the 27th spot on Fortune's 40 Under 40 list.[9] References1. ^{{Cite web|url=http://www.investmentnews.com/section/40-under-40/2014/profile/36/Jon-Stein|title=InvestmentNews - 40 Under 40 2014: Jon Stein|website=www.investmentnews.com|access-date=2017-05-26}} {{DEFAULTSORT:Stein, Jon}}{{US-CEO-stub}}2. ^{{Cite web|url=https://www.cnbc.com/2017/03/05/warren-buffetts-advice-doesnt-work-anymore-robo-advisor-ceo-says.html|title=Warren Buffett's advice 'doesn't work anymore,' robo-advisor CEO says|last=Anderson|first=Tom|date=2017-03-05|website=CNBC|access-date=2017-05-26}} 3. ^{{Cite news|url=https://www.forbes.com/sites/samanthasharf/2015/06/17/betterments-jon-stein-curb-your-enthusiasm-for-stock-picking/#7342705f65be|title=Betterment's Jon Stein: Curb Your Enthusiasm For Stock Picking|last=Sharf|first=Samantha|work=Forbes|access-date=2017-05-26}} 4. ^{{Cite web|url=https://www.brandeis.edu/global/innovation/news/2017-stein-asper-award.html|title=FinTech Debate at Brandeis International Business School (IBS) {{!}} Brandeis International Business School|website=www.brandeis.edu|language=en|access-date=2017-05-26}} 5. ^{{Cite news|url=http://riabiz.com/a/2016/7/15/betterment-makes-cfo-hire-with-20-billion-aum-line-of-sight-and-ipo-mindfulness|title=Betterment makes CFO hire with $20 billion AUM 'line of sight' and IPO mindfulness|work=RIABiz|access-date=2017-05-26}} 6. ^{{Cite web|url=https://techcrunch.com/2010/05/26/the-techcrunch-disrupt-final-five-betterment-movieclips-publish2-soluto-and-ujam/|title=The TechCrunch Disrupt Final Five: Betterment, MOVIECLIPS, Publish2, Soluto And UJAM {{!}} TechCrunch|last=Arrington|first=Michael|access-date=2017-08-29}} 7. ^{{Cite web|url=https://techcrunch.com/2010/12/01/bessemer-betterment-3-million/|title=Bessemer Backs Better-Savings Startup Betterment With $3 Million {{!}} TechCrunch|last=Schonfeld|first=Erick|access-date=2017-08-29}} 8. ^{{Cite web|url=http://www.thinkadvisor.com/2017/04/10/why-a-diluted-fiduciary-rule-is-bad-for-advisors-b|title=Why a Diluted Fiduciary Rule Is Bad for Advisors: Betterment, CFP Board|access-date=2017-05-26}} 9. ^{{Cite news|url=http://fortune.com/40-under-40/jon-stein-27/|title=Morgan Vawter|last=|first=|date=2016-09-22|work=Fortune|access-date=2017-07-25|archive-url=|archive-date=|dead-url=|language=en-US}} 9 : American financiers|American stock traders|American investors|American chief executives of financial services companies|American financial analysts|Harvard University alumni|Living people|Year of birth missing (living people)|Columbia University alumni |
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